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 | $40,287 | $56,897-29.2% | $84,750-52.5% | $62,891-35.9% |
| Participation rate | 39.8% | 68.5%-28.8pp | 76.6%-36.8pp | 69.3%-29.5pp |
| Annual return | 9.05% | 6.30%+2.7pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $622 | $2,400-74.1% | $3,574-82.6% | $2,281-72.7% |
| Participant deferral / active EE | $1,171 | $2,709-56.8% | $3,712-68.4% | $3,203-63.4% |
| Admin fee / account holder | $7 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |