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 | $23,101 | $96,557-76.1% | $80,975-71.5% | $273,961-91.6% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 8.99% | 15.14%-6.2pp | 17.10%-8.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,413 | $4,868-71.0% | $3,714-62.0% | $4,869-71.0% |
| Participant deferral / active EE | $2,966 | $6,598-55.0% | $5,696-47.9% | $5,287-43.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |