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 | $23,826 | $35,183-32.3% | $73,545-67.6% | $70,131-66.0% |
| Participation rate | 54.5% | 42.9%+11.6pp | 54.9%-0.4pp | 69.5%-15.0pp |
| Annual return | 18.70% | 26.90%-8.2pp | -15.16%+33.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $510 | $709-28.0% | $1,219-58.2% | $2,342-78.2% |
| Participant deferral / active EE | $1,244 | $1,220+2.0% | $1,806-31.1% | $3,332-62.7% |
| Admin fee / account holder | $77 | $2,302-96.7% | $2,320-96.7% | $4,645-98.4% |