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 | $23,745 | $32,037-25.9% | $69,182-65.7% | $62,891-62.2% |
| Participation rate | 44.8% | 43.4%+1.4pp | 55.1%-10.3pp | 69.3%-24.5pp |
| Annual return | 6.36% | 15.16%-8.8pp | -21.93%+28.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $565 | $679-16.9% | $1,206-53.2% | $2,281-75.2% |
| Participant deferral / active EE | $1,854 | $1,185+56.4% | $1,897-2.3% | $3,203-42.1% |
| Admin fee / account holder | $234 | $2,608-91.0% | $2,697-91.3% | $4,296-94.5% |