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 | $28,534 | $103,949-72.5% | $69,182-58.8% | $273,961-89.6% |
| Participation rate | 30.0% | 67.4%-37.4pp | 55.1%-25.1pp | 83.0%-53.0pp |
| Annual return | 8.98% | 35.28%-26.3pp | -21.93%+30.9pp | 41.45%-32.5pp |
| Employer contribution / active EE | $515 | $1,783-71.1% | $1,206-57.3% | $4,869-89.4% |
| Participant deferral / active EE | $822 | $2,716-69.7% | $1,897-56.7% | $5,287-84.5% |
| Admin fee / account holder | $127 | $3,671-96.5% | $2,697-95.3% | $10,132-98.7% |