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 | $28,635 | $54,541-47.5% | $78,778-63.7% | $70,131-59.2% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 12.68% | 21.07%-8.4pp | 35.62%-22.9pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,088 | $1,089-0.1% | $1,986-45.2% | $2,342-53.6% |
| Participant deferral / active EE | $1,530 | $2,210-30.8% | $2,958-48.3% | $3,332-54.1% |
| Admin fee / account holder | $57 | $3,709-98.5% | $5,134-98.9% | $4,645-98.8% |