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 | $17,944 | $55,706-67.8% | $75,886-76.4% | $72,985-75.4% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.3%-14.4pp | 69.5%-14.6pp |
| Annual return | 40.79% | 27.59%+13.2pp | 30.76%+10.0pp | 81.00%-40.2pp |
| Employer contribution / active EE | $1,114 | $1,687-34.0% | $2,500-55.5% | $2,440-54.4% |
| Participant deferral / active EE | $1,831 | $2,634-30.5% | $3,603-49.2% | $3,607-49.2% |
| Admin fee / account holder | $148 | $3,978-96.3% | $5,418-97.3% | $5,124-97.1% |