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 | $63,078 | $88,707-28.9% | $74,183-15.0% | $273,961-77.0% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 8.88% | 11.94%-3.1pp | 17.74%-8.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $720 | $3,159-77.2% | $2,370-69.6% | $4,869-85.2% |
| Participant deferral / active EE | $2,687 | $4,212-36.2% | $3,550-24.3% | $5,287-49.2% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,132-99.9% |