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 | $8,951 | $32,037-72.1% | $69,182-87.1% | $62,891-85.8% |
| Participation rate | 64.0% | 43.4%+20.6pp | 55.1%+8.9pp | 69.3%-5.3pp |
| Annual return | 9.51% | 15.16%-5.6pp | -21.93%+31.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,068 | $679+57.2% | $1,206-11.5% | $2,281-53.2% |
| Participant deferral / active EE | $1,905 | $1,185+60.7% | $1,897+0.4% | $3,203-40.5% |
| Admin fee / account holder | $271 | $2,608-89.6% | $2,697-89.9% | $4,296-93.7% |