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 | $11,921 | $31,388-62.0% | $73,545-83.8% | $62,292-80.9% |
| Participation rate | 19.4% | 39.9%-20.4pp | 54.9%-35.5pp | 69.5%-50.1pp |
| Annual return | 24.84% | 25.34%-0.5pp | -15.16%+40.0pp | 28.90%-4.1pp |
| Employer contribution / active EE | $541 | $498+8.7% | $1,219-55.6% | $2,042-73.5% |
| Participant deferral / active EE | $1,081 | $1,028+5.1% | $1,806-40.2% | $3,169-65.9% |
| Admin fee / account holder | $62 | $299-79.3% | $2,320-97.3% | $479-87.1% |