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 | $16,517 | $45,035-63.3% | $62,995-73.8% | $70,131-76.4% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 11.88% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $404 | $2,051-80.3% | $2,759-85.3% | $2,342-82.7% |
| Participant deferral / active EE | $2,418 | $2,465-1.9% | $3,329-27.4% | $3,332-27.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |