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 | $19,981 | $37,426-46.6% | $77,482-74.2% | $79,858-75.0% |
| Participation rate | 2.7% | 41.5%-38.8pp | 54.2%-51.5pp | 69.6%-66.9pp |
| Annual return | 18.54% | 39.70%-21.2pp | 54.79%-36.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $173 | $637-72.8% | $986-82.5% | $2,471-93.0% |
| Participant deferral / active EE | $521 | $1,260-58.7% | $1,861-72.0% | $3,740-86.1% |
| Admin fee / account holder | $40 | $2,504-98.4% | $2,858-98.6% | $5,306-99.2% |