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 | $18,368 | $32,037-42.7% | $69,182-73.4% | $62,891-70.8% |
| Participation rate | 16.7% | 43.4%-26.8pp | 55.1%-38.4pp | 69.3%-52.6pp |
| Annual return | 8.22% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $646 | $1,185-45.5% | $1,897-65.9% | $3,203-79.8% |
| Admin fee / account holder | $16 | $2,608-99.4% | $2,697-99.4% | $4,296-99.6% |