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 | $75,290 | $87,705-14.2% | $63,517+18.5% | $125,391-40.0% |
| Participation rate | 33.3% | 77.0%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | -2.44% | 21.70%-24.1pp | -70.30%+67.9pp | 282.22%-284.7pp |
| Employer contribution / active EE | $355 | $3,601-90.1% | $2,322-84.7% | $4,866-92.7% |
| Participant deferral / active EE | $3,308 | $3,939-16.0% | $2,953+12.0% | $5,352-38.2% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |