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 | $22,960 | $59,839-61.6% | $81,983-72.0% | $79,858-71.2% |
| Participation rate | 54.2% | 61.6%-7.5pp | 69.2%-15.1pp | 69.6%-15.5pp |
| Annual return | 19.83% | 17.56%+2.3pp | 41.31%-21.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,060 | $1,713-38.1% | $2,498-57.6% | $2,471-57.1% |
| Participant deferral / active EE | $3,084 | $2,695+14.4% | $3,722-17.1% | $3,740-17.5% |
| Admin fee / account holder | $248 | $4,287-94.2% | $5,664-95.6% | $5,306-95.3% |