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 | $29,321 | $35,183-16.7% | $73,545-60.1% | $70,131-58.2% |
| Participation rate | 46.9% | 42.9%+4.0pp | 54.9%-8.0pp | 69.5%-22.6pp |
| Annual return | 19.94% | 26.90%-7.0pp | -15.16%+35.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $634 | $709-10.5% | $1,219-48.0% | $2,342-72.9% |
| Participant deferral / active EE | $1,804 | $1,220+47.9% | $1,806-0.1% | $3,332-45.9% |
| Admin fee / account holder | $98 | $2,302-95.7% | $2,320-95.8% | $4,645-97.9% |