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 | $55,136 | $85,790-35.7% | $67,313-18.1% | $135,375-59.3% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | 0.79% | -0.54%+1.3pp | -4.08%+4.9pp | 519.73%-518.9pp |
| Employer contribution / active EE | $891 | $3,487-74.5% | $2,566-65.3% | $4,779-81.4% |
| Participant deferral / active EE | $2,417 | $4,651-48.0% | $3,568-32.3% | $5,609-56.9% |
| Admin fee / account holder | $11 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |