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 | $22,219 | $58,512-62.0% | $84,015-73.6% | $72,985-69.6% |
| Participation rate | 43.8% | 61.2%-17.5pp | 69.0%-25.3pp | 69.5%-25.7pp |
| Annual return | 18.44% | 28.93%-10.5pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $380 | $1,163-67.4% | $1,983-80.9% | $2,440-84.4% |
| Participant deferral / active EE | $1,842 | $2,394-23.1% | $3,239-43.1% | $3,607-49.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |