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 | $30,787 | $32,037-3.9% | $69,182-55.5% | $62,891-51.0% |
| Participation rate | 16.9% | 43.4%-26.5pp | 55.1%-38.2pp | 69.3%-52.4pp |
| Annual return | 9.38% | 15.16%-5.8pp | -21.93%+31.3pp | 20.14%-10.8pp |
| Employer contribution / active EE | $374 | $679-45.0% | $1,206-69.0% | $2,281-83.6% |
| Participant deferral / active EE | $1,355 | $1,185+14.3% | $1,897-28.6% | $3,203-57.7% |
| Admin fee / account holder | $242 | $2,608-90.7% | $2,697-91.0% | $4,296-94.4% |