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 | $13,557 | $48,076-71.8% | $78,689-82.8% | $62,891-78.4% |
| Participation rate | 64.5% | 65.2%-0.7pp | 73.6%-9.0pp | 69.3%-4.8pp |
| Annual return | 9.13% | 31.35%-22.2pp | 62.18%-53.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,361 | $2,015-32.4% | $2,851-52.3% | $2,281-40.3% |
| Participant deferral / active EE | $2,615 | $2,588+1.1% | $3,517-25.6% | $3,203-18.4% |
| Admin fee / account holder | $20 | $3,207-99.4% | $4,510-99.5% | $4,296-99.5% |