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 | $22,011 | $53,596-58.9% | $90,645-75.7% | $64,186-65.7% |
| Participation rate | 60.0% | 64.5%-4.5pp | 74.0%-14.0pp | 69.6%-9.6pp |
| Annual return | -6.86% | 4.41%-11.3pp | 1.88%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $875 | $1,503-41.8% | $2,532-65.5% | $2,381-63.3% |
| Participant deferral / active EE | $2,008 | $2,459-18.3% | $3,425-41.4% | $3,470-42.1% |
| Admin fee / account holder | $201 | $3,868-94.8% | $4,994-96.0% | $4,888-95.9% |