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 | $29,346 | $35,183-16.6% | $73,545-60.1% | $70,131-58.2% |
| Participation rate | 30.5% | 42.9%-12.4pp | 54.9%-24.4pp | 69.5%-39.1pp |
| Annual return | 19.35% | 26.90%-7.6pp | -15.16%+34.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $397 | $709-43.9% | $1,219-67.4% | $2,342-83.0% |
| Participant deferral / active EE | $568 | $1,220-53.5% | $1,806-68.6% | $3,332-83.0% |
| Admin fee / account holder | $54 | $2,302-97.7% | $2,320-97.7% | $4,645-98.8% |