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 | $54,886 | $93,071-41.0% | $74,583-26.4% | $273,961-80.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.56% | 26.18%-19.6pp | 20.47%-13.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $645 | $3,160-79.6% | $2,525-74.5% | $4,869-86.8% |
| Participant deferral / active EE | $3,044 | $4,160-26.8% | $3,458-12.0% | $5,287-42.4% |
| Admin fee / account holder | $21 | $5,272-99.6% | $4,138-99.5% | $10,132-99.8% |