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 | $47,594 | $32,037+48.6% | $69,182-31.2% | $62,891-24.3% |
| Participation rate | 30.8% | 43.4%-12.7pp | 55.1%-24.3pp | 69.3%-38.5pp |
| Annual return | 13.29% | 15.16%-1.9pp | -21.93%+35.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $493 | $679-27.4% | $1,206-59.1% | $2,281-78.4% |
| Participant deferral / active EE | $844 | $1,185-28.8% | $1,897-55.5% | $3,203-73.7% |
| Admin fee / account holder | $91 | $2,608-96.5% | $2,697-96.6% | $4,296-97.9% |