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 | $24,890 | $32,037-22.3% | $69,182-64.0% | $62,891-60.4% |
| Participation rate | 32.9% | 43.4%-10.5pp | 55.1%-22.2pp | 69.3%-36.4pp |
| Annual return | 10.30% | 15.16%-4.9pp | -21.93%+32.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $632 | $679-7.0% | $1,206-47.6% | $2,281-72.3% |
| Participant deferral / active EE | $995 | $1,185-16.1% | $1,897-47.6% | $3,203-68.9% |
| Admin fee / account holder | $47 | $2,608-98.2% | $2,697-98.3% | $4,296-98.9% |