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 | $16,261 | $39,122-58.4% | $57,179-71.6% | $62,891-74.1% |
| Participation rate | 61.1% | 70.5%-9.4pp | 75.3%-14.2pp | 69.3%-8.2pp |
| Annual return | 8.85% | 9.23%-0.4pp | 14.59%-5.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $458 | $1,874-75.6% | $2,682-82.9% | $2,281-79.9% |
| Participant deferral / active EE | $1,167 | $2,374-50.8% | $3,096-62.3% | $3,203-63.5% |
| Admin fee / account holder | $63 | $2,592-97.6% | $3,139-98.0% | $4,296-98.5% |