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 | $16,336 | $35,183-53.6% | $73,545-77.8% | $70,131-76.7% |
| Participation rate | 65.4% | 42.9%+22.5pp | 54.9%+10.5pp | 69.5%-4.2pp |
| Annual return | 23.55% | 26.90%-3.4pp | -15.16%+38.7pp | 73.14%-49.6pp |
| Employer contribution / active EE | $723 | $709+2.0% | $1,219-40.7% | $2,342-69.1% |
| Participant deferral / active EE | $1,190 | $1,220-2.4% | $1,806-34.1% | $3,332-64.3% |
| Admin fee / account holder | $8 | $2,302-99.6% | $2,320-99.6% | $4,645-99.8% |