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 | $13,790 | $39,122-64.8% | $57,179-75.9% | $62,891-78.1% |
| Participation rate | 42.5% | 70.5%-28.0pp | 75.3%-32.8pp | 69.3%-26.8pp |
| Annual return | 9.07% | 9.23%-0.2pp | 14.59%-5.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $432 | $1,874-77.0% | $2,682-83.9% | $2,281-81.1% |
| Participant deferral / active EE | $833 | $2,374-64.9% | $3,096-73.1% | $3,203-74.0% |
| Admin fee / account holder | $77 | $2,592-97.0% | $3,139-97.5% | $4,296-98.2% |