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 | $27,027 | $35,183-23.2% | $73,545-63.3% | $70,131-61.5% |
| Participation rate | 20.0% | 42.9%-22.9pp | 54.9%-34.9pp | 69.5%-49.5pp |
| Annual return | 16.89% | 26.90%-10.0pp | -15.16%+32.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $425 | $709-40.1% | $1,219-65.2% | $2,342-81.9% |
| Participant deferral / active EE | $1,700 | $1,220+39.4% | $1,806-5.9% | $3,332-49.0% |
| Admin fee / account holder | $28 | $2,302-98.8% | $2,320-98.8% | $4,645-99.4% |