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 | $73,930 | $95,193-22.3% | $76,523-3.4% | $135,375-45.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -5.33% | 4.85%-10.2pp | -0.27%-5.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,730 | $3,302-47.6% | $2,647-34.6% | $4,779-63.8% |
| Participant deferral / active EE | $4,277 | $4,639-7.8% | $3,835+11.5% | $5,609-23.7% |
| Admin fee / account holder | $196 | $6,249-96.9% | $4,848-95.9% | $10,827-98.2% |