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 | $21,982 | $45,035-51.2% | $62,995-65.1% | $70,131-68.7% |
| Participation rate | 62.3% | 69.5%-7.2pp | 74.8%-12.5pp | 69.5%-7.2pp |
| Annual return | 19.14% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $526 | $2,051-74.3% | $2,759-80.9% | $2,342-77.5% |
| Participant deferral / active EE | $1,770 | $2,465-28.2% | $3,329-46.8% | $3,332-46.9% |
| Admin fee / account holder | $90 | $2,834-96.8% | $3,600-97.5% | $4,645-98.1% |