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 | $82,111 | $117,690-30.2% | $71,735+14.5% | $134,475-38.9% |
| Participation rate | 30.0% | 68.8%-38.8pp | 62.3%-32.3pp | 81.2%-51.2pp |
| Annual return | -2.00% | 25.44%-27.4pp | 9.14%-11.1pp | 417.96%-420.0pp |
| Employer contribution / active EE | $529 | $2,525-79.1% | $1,704-69.0% | $4,740-88.8% |
| Participant deferral / active EE | $2,786 | $3,759-25.9% | $2,658+4.8% | $6,400-56.5% |
| Admin fee / account holder | $180 | $6,379-97.2% | $3,974-95.5% | $11,426-98.4% |