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 | $67,579 | $86,699-22.1% | $73,307-7.8% | $125,391-46.1% |
| Participation rate | 44.4% | 78.6%-34.2pp | 74.9%-30.5pp | 83.2%-38.7pp |
| Annual return | 0.79% | 2.78%-2.0pp | 5.67%-4.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $4,311 | $4,152+3.8% | $3,237+33.2% | $4,866-11.4% |
| Participant deferral / active EE | $6,493 | $5,550+17.0% | $4,991+30.1% | $5,352+21.3% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |