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 | $25,309 | $96,557-73.8% | $80,975-68.7% | $273,961-90.8% |
| Participation rate | 63.6% | 79.1%-15.4pp | 75.8%-12.2pp | 83.0%-19.4pp |
| Annual return | 7.81% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,419 | $4,868-70.9% | $3,714-61.8% | $4,869-70.9% |
| Participant deferral / active EE | $3,092 | $6,598-53.1% | $5,696-45.7% | $5,287-41.5% |
| Admin fee / account holder | $105 | $7,492-98.6% | $5,516-98.1% | $10,132-99.0% |