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 | $34,582 | $91,911-62.4% | $68,793-49.7% | $135,375-74.5% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | -4.92% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,000 | $3,924-74.5% | $2,625-61.9% | $4,779-79.1% |
| Participant deferral / active EE | $3,320 | $4,315-23.1% | $3,311+0.3% | $5,609-40.8% |
| Admin fee / account holder | $203 | $9,240-97.8% | $5,131-96.0% | $10,827-98.1% |