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 | $26,706 | $35,183-24.1% | $73,545-63.7% | $70,131-61.9% |
| Participation rate | 9.4% | 42.9%-33.5pp | 54.9%-45.5pp | 69.5%-60.1pp |
| Annual return | 44.02% | 26.90%+17.1pp | -15.16%+59.2pp | 73.14%-29.1pp |
| Employer contribution / active EE | $447 | $709-37.0% | $1,219-63.4% | $2,342-80.9% |
| Participant deferral / active EE | $1,368 | $1,220+12.2% | $1,806-24.2% | $3,332-58.9% |
| Admin fee / account holder | $183 | $2,302-92.0% | $2,320-92.1% | $4,645-96.1% |