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 | $16,880 | $49,227-65.7% | $70,449-76.0% | $79,858-78.9% |
| Participation rate | 54.9% | 69.2%-14.3pp | 75.1%-20.2pp | 69.6%-14.7pp |
| Annual return | 17.31% | 30.06%-12.8pp | 109.03%-91.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,271 | $2,099-39.5% | $2,737-53.6% | $2,471-48.6% |
| Participant deferral / active EE | $1,994 | $2,768-27.9% | $3,709-46.2% | $3,740-46.7% |
| Admin fee / account holder | $273 | $2,878-90.5% | $3,845-92.9% | $5,306-94.9% |