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 | $14,138 | $53,127-73.4% | $86,590-83.7% | $70,131-79.8% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 17.01% | 27.66%-10.7pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $894 | $2,068-56.8% | $2,839-68.5% | $2,342-61.8% |
| Participant deferral / active EE | $1,457 | $2,696-45.9% | $3,609-59.6% | $3,332-56.3% |
| Admin fee / account holder | $187 | $3,585-94.8% | $4,906-96.2% | $4,645-96.0% |