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 | $19,921 | $59,839-66.7% | $81,983-75.7% | $79,858-75.1% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.2%-6.7pp | 69.6%-7.1pp |
| Annual return | 14.37% | 17.56%-3.2pp | 41.31%-26.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $585 | $1,713-65.9% | $2,498-76.6% | $2,471-76.3% |
| Participant deferral / active EE | $939 | $2,695-65.2% | $3,722-74.8% | $3,740-74.9% |
| Admin fee / account holder | $78 | $4,287-98.2% | $5,664-98.6% | $5,306-98.5% |