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 | $27,672 | $35,183-21.3% | $73,545-62.4% | $70,131-60.5% |
| Participation rate | 44.2% | 42.9%+1.3pp | 54.9%-10.7pp | 69.5%-25.4pp |
| Annual return | 18.44% | 26.90%-8.5pp | -15.16%+33.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $669 | $709-5.6% | $1,219-45.1% | $2,342-71.5% |
| Participant deferral / active EE | $1,412 | $1,220+15.7% | $1,806-21.8% | $3,332-57.6% |
| Admin fee / account holder | $221 | $2,302-90.4% | $2,320-90.5% | $4,645-95.2% |