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 | $47,141 | $62,586-24.7% | $76,768-38.6% | $64,186-26.6% |
| Participation rate | 59.5% | 72.8%-13.3pp | 77.0%-17.5pp | 69.6%-10.1pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,072 | $1,832-41.5% | $2,485-56.9% | $2,381-55.0% |
| Participant deferral / active EE | $2,196 | $3,145-30.2% | $3,852-43.0% | $3,470-36.7% |
| Admin fee / account holder | $251 | $4,667-94.6% | $6,675-96.2% | $4,888-94.9% |