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 | $24,346 | $93,071-73.8% | $74,583-67.4% | $273,961-91.1% |
| Participation rate | 31.6% | 74.9%-43.4pp | 68.1%-36.5pp | 83.0%-51.4pp |
| Annual return | 7.52% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $267 | $3,160-91.6% | $2,525-89.4% | $4,869-94.5% |
| Participant deferral / active EE | $1,161 | $4,160-72.1% | $3,458-66.4% | $5,287-78.0% |
| Admin fee / account holder | $16 | $5,272-99.7% | $4,138-99.6% | $10,132-99.8% |