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 | $19,374 | $52,836-63.3% | $105,738-81.7% | $64,186-69.8% |
| Participation rate | 42.0% | 66.5%-24.5pp | 76.3%-34.3pp | 69.6%-27.6pp |
| Annual return | -5.67% | 14.30%-20.0pp | 6.27%-11.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $975 | $1,827-46.6% | $3,268-70.2% | $2,381-59.0% |
| Participant deferral / active EE | $1,725 | $2,545-32.2% | $4,080-57.7% | $3,470-50.3% |
| Admin fee / account holder | $116 | $3,959-97.1% | $6,913-98.3% | $4,888-97.6% |