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 | $29,466 | $49,177-40.1% | $79,464-62.9% | $64,186-54.1% |
| Participation rate | 68.2% | 65.0%+3.2pp | 73.3%-5.2pp | 69.6%-1.4pp |
| Annual return | 8.64% | -1.16%+9.8pp | 718.14%-709.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,031 | $2,076-50.3% | $2,800-63.2% | $2,381-56.7% |
| Participant deferral / active EE | $1,912 | $2,821-32.2% | $3,704-48.4% | $3,470-44.9% |
| Admin fee / account holder | $261 | $3,839-93.2% | $5,113-94.9% | $4,888-94.7% |