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 | $28,013 | $35,183-20.4% | $73,545-61.9% | $70,131-60.1% |
| Participation rate | 29.0% | 42.9%-13.9pp | 54.9%-25.9pp | 69.5%-40.5pp |
| Annual return | 18.61% | 26.90%-8.3pp | -15.16%+33.8pp | 73.14%-54.5pp |
| Employer contribution / active EE | $488 | $709-31.2% | $1,219-60.0% | $2,342-79.2% |
| Participant deferral / active EE | $672 | $1,220-44.9% | $1,806-62.8% | $3,332-79.8% |
| Admin fee / account holder | $224 | $2,302-90.3% | $2,320-90.4% | $4,645-95.2% |