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 | $30,409 | $93,071-67.3% | $74,583-59.2% | $273,961-88.9% |
| Participation rate | 47.6% | 74.9%-27.3pp | 68.1%-20.5pp | 83.0%-35.4pp |
| Annual return | 8.17% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $124 | $3,160-96.1% | $2,525-95.1% | $4,869-97.5% |
| Participant deferral / active EE | $857 | $4,160-79.4% | $3,458-75.2% | $5,287-83.8% |
| Admin fee / account holder | $15 | $5,272-99.7% | $4,138-99.6% | $10,132-99.9% |