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 | $18,388 | $39,122-53.0% | $57,179-67.8% | $62,891-70.8% |
| Participation rate | 63.3% | 70.5%-7.2pp | 75.3%-12.0pp | 69.3%-6.0pp |
| Annual return | 13.57% | 9.23%+4.3pp | 14.59%-1.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,317 | $1,874-29.7% | $2,682-50.9% | $2,281-42.2% |
| Participant deferral / active EE | $3,413 | $2,374+43.8% | $3,096+10.3% | $3,203+6.6% |
| Admin fee / account holder | $279 | $2,592-89.2% | $3,139-91.1% | $4,296-93.5% |