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 | $15,438 | $52,580-70.6% | $71,671-78.5% | $70,131-78.0% |
| Participation rate | 58.8% | 60.9%-2.1pp | 68.7%-9.9pp | 69.5%-10.7pp |
| Annual return | 17.48% | 20.25%-2.8pp | 20.65%-3.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,005 | $1,616-37.8% | $2,460-59.2% | $2,342-57.1% |
| Participant deferral / active EE | $1,337 | $2,386-44.0% | $3,438-61.1% | $3,332-59.9% |
| Admin fee / account holder | $157 | $3,653-95.7% | $5,558-97.2% | $4,645-96.6% |