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 | $11,943 | $32,037-62.7% | $69,182-82.7% | $62,891-81.0% |
| Participation rate | 34.6% | 43.4%-8.8pp | 55.1%-20.5pp | 69.3%-34.7pp |
| Annual return | 13.37% | 15.16%-1.8pp | -21.93%+35.3pp | 20.14%-6.8pp |
| Employer contribution / active EE | $945 | $679+39.1% | $1,206-21.6% | $2,281-58.6% |
| Participant deferral / active EE | $1,287 | $1,185+8.5% | $1,897-32.2% | $3,203-59.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |