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 | $26,528 | $52,580-49.5% | $71,671-63.0% | $70,131-62.2% |
| Participation rate | 40.7% | 60.9%-20.2pp | 68.7%-28.1pp | 69.5%-28.9pp |
| Annual return | 19.33% | 20.25%-0.9pp | 20.65%-1.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $799 | $1,616-50.5% | $2,460-67.5% | $2,342-65.9% |
| Participant deferral / active EE | $1,410 | $2,386-40.9% | $3,438-59.0% | $3,332-57.7% |
| Admin fee / account holder | $1 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |