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 | $18,079 | $32,037-43.6% | $69,182-73.9% | $62,891-71.3% |
| Participation rate | 33.3% | 43.4%-10.1pp | 55.1%-21.8pp | 69.3%-36.0pp |
| Annual return | 10.95% | 15.16%-4.2pp | -21.93%+32.9pp | 20.14%-9.2pp |
| Employer contribution / active EE | $603 | $679-11.3% | $1,206-50.0% | $2,281-73.6% |
| Participant deferral / active EE | $818 | $1,185-31.0% | $1,897-56.9% | $3,203-74.5% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |