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 | $9,040 | $32,037-71.8% | $69,182-86.9% | $62,891-85.6% |
| Participation rate | 33.3% | 43.4%-10.1pp | 55.1%-21.8pp | 69.3%-36.0pp |
| Annual return | 7.13% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $87 | $679-87.2% | $1,206-92.8% | $2,281-96.2% |
| Participant deferral / active EE | $634 | $1,185-46.5% | $1,897-66.6% | $3,203-80.2% |
| Admin fee / account holder | $151 | $2,608-94.2% | $2,697-94.4% | $4,296-96.5% |