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 | $40,012 | $58,627-31.8% | $76,735-47.9% | $82,448-51.5% |
| Participation rate | 37.5% | 63.2%-25.7pp | 69.5%-32.0pp | 68.1%-30.6pp |
| Annual return | 15.13% | 39.10%-24.0pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $883 | $1,729-48.9% | $2,454-64.0% | $2,551-65.4% |
| Participant deferral / active EE | $2,651 | $3,134-15.4% | $4,088-35.2% | $4,139-36.0% |
| Admin fee / account holder | $112 | $5,323-97.9% | $7,189-98.4% | $7,234-98.4% |