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 | $10,570 | $35,183-70.0% | $73,545-85.6% | $70,131-84.9% |
| Participation rate | 31.0% | 42.9%-12.0pp | 54.9%-24.0pp | 69.5%-38.6pp |
| Annual return | 25.66% | 26.90%-1.2pp | -15.16%+40.8pp | 73.14%-47.5pp |
| Employer contribution / active EE | $490 | $709-30.8% | $1,219-59.8% | $2,342-79.1% |
| Participant deferral / active EE | $953 | $1,220-21.9% | $1,806-47.3% | $3,332-71.4% |
| Admin fee / account holder | $47 | $2,302-98.0% | $2,320-98.0% | $4,645-99.0% |