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 | $22,710 | $93,071-75.6% | $74,583-69.6% | $273,961-91.7% |
| Participation rate | 52.2% | 74.9%-22.8pp | 68.1%-15.9pp | 83.0%-30.8pp |
| Annual return | 25.96% | 26.18%-0.2pp | 20.47%+5.5pp | 41.45%-15.5pp |
| Employer contribution / active EE | $985 | $3,160-68.8% | $2,525-61.0% | $4,869-79.8% |
| Participant deferral / active EE | $3,721 | $4,160-10.5% | $3,458+7.6% | $5,287-29.6% |
| Admin fee / account holder | $217 | $5,272-95.9% | $4,138-94.8% | $10,132-97.9% |