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 | $51,674 | $77,976-33.7% | $81,367-36.5% | $125,391-58.8% |
| Participation rate | 66.7% | 83.3%-16.6pp | 82.3%-15.6pp | 83.2%-16.5pp |
| Annual return | -0.28% | -2.85%+2.6pp | -0.92%+0.6pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,412 | $4,366-67.7% | $3,930-64.1% | $4,866-71.0% |
| Participant deferral / active EE | $2,591 | $5,646-54.1% | $5,383-51.9% | $5,352-51.6% |
| Admin fee / account holder | $184 | $12,476-98.5% | $8,926-97.9% | $9,540-98.1% |