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 | $28,190 | $32,037-12.0% | $69,182-59.3% | $62,891-55.2% |
| Participation rate | 25.5% | 43.4%-17.9pp | 55.1%-29.6pp | 69.3%-43.8pp |
| Annual return | 19.20% | 15.16%+4.0pp | -21.93%+41.1pp | 20.14%-0.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $762 | $1,185-35.7% | $1,897-59.8% | $3,203-76.2% |
| Admin fee / account holder | $51 | $2,608-98.0% | $2,697-98.1% | $4,296-98.8% |