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 | $19,444 | $96,557-79.9% | $80,975-76.0% | $273,961-92.9% |
| Participation rate | 37.5% | 79.1%-41.6pp | 75.8%-38.3pp | 83.0%-45.5pp |
| Annual return | 7.34% | 15.14%-7.8pp | 17.10%-9.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,214 | $6,598-66.4% | $5,696-61.1% | $5,287-58.1% |
| Admin fee / account holder | $216 | $7,492-97.1% | $5,516-96.1% | $10,132-97.9% |