See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,613 | $93,346-20.1% | $71,796+3.9% | $273,961-72.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 6.70% | 130.39%-123.7pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $785 | $2,733-71.3% | $1,924-59.2% | $4,869-83.9% |
| Participant deferral / active EE | $2,055 | $3,475-40.9% | $2,794-26.5% | $5,287-61.1% |
| Admin fee / account holder | $25 | $6,571-99.6% | $4,815-99.5% | $10,132-99.8% |