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 | $14,226 | $32,037-55.6% | $69,182-79.4% | $62,891-77.4% |
| Participation rate | 28.1% | 43.4%-15.3pp | 55.1%-27.0pp | 69.3%-41.2pp |
| Annual return | 5.07% | 15.16%-10.1pp | -21.93%+27.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $545 | $679-19.8% | $1,206-54.9% | $2,281-76.1% |
| Participant deferral / active EE | $934 | $1,185-21.2% | $1,897-50.8% | $3,203-70.8% |
| Admin fee / account holder | $88 | $2,608-96.6% | $2,697-96.7% | $4,296-98.0% |