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 | $24,174 | $62,586-61.4% | $76,768-68.5% | $64,186-62.3% |
| Participation rate | 68.3% | 72.8%-4.5pp | 77.0%-8.7pp | 69.6%-1.3pp |
| Annual return | -5.26% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,901 | $1,832+3.8% | $2,485-23.5% | $2,381-20.1% |
| Participant deferral / active EE | $2,285 | $3,145-27.3% | $3,852-40.7% | $3,470-34.1% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |