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 | $26,974 | $65,041-58.5% | $90,951-70.3% | $79,858-66.2% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 15.50% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $474 | $1,247-62.0% | $2,122-77.7% | $2,471-80.8% |
| Participant deferral / active EE | $1,315 | $2,512-47.6% | $3,373-61.0% | $3,740-64.8% |
| Admin fee / account holder | $177 | $4,536-96.1% | $5,959-97.0% | $5,306-96.7% |