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 | $11,253 | $39,122-71.2% | $57,179-80.3% | $62,891-82.1% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 7.26% | 9.23%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $524 | $1,874-72.0% | $2,682-80.5% | $2,281-77.0% |
| Participant deferral / active EE | $926 | $2,374-61.0% | $3,096-70.1% | $3,203-71.1% |
| Admin fee / account holder | $205 | $2,592-92.1% | $3,139-93.5% | $4,296-95.2% |