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 | $28,836 | $99,341-71.0% | $84,750-66.0% | $273,961-89.5% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 5.56% | 22.93%-17.4pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $984 | $4,214-76.6% | $3,574-72.5% | $4,869-79.8% |
| Participant deferral / active EE | $1,340 | $4,269-68.6% | $3,712-63.9% | $5,287-74.7% |
| Admin fee / account holder | $28 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |