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 | $14,533 | $35,183-58.7% | $73,545-80.2% | $70,131-79.3% |
| Participation rate | 43.8% | 42.9%+0.8pp | 54.9%-11.2pp | 69.5%-25.8pp |
| Annual return | 14.09% | 26.90%-12.8pp | -15.16%+29.3pp | 73.14%-59.0pp |
| Employer contribution / active EE | $739 | $709+4.3% | $1,219-39.4% | $2,342-68.4% |
| Participant deferral / active EE | $995 | $1,220-18.4% | $1,806-44.9% | $3,332-70.1% |
| Admin fee / account holder | $85 | $2,302-96.3% | $2,320-96.3% | $4,645-98.2% |