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 | $40,344 | $85,790-53.0% | $67,313-40.1% | $135,375-70.2% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.1%-30.2pp | 82.6%-43.8pp |
| Annual return | -1.68% | -0.54%-1.1pp | -4.08%+2.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,195 | $3,487-65.7% | $2,566-53.4% | $4,779-75.0% |
| Participant deferral / active EE | $3,645 | $4,651-21.6% | $3,568+2.1% | $5,609-35.0% |
| Admin fee / account holder | $47 | $6,392-99.3% | $4,507-99.0% | $10,827-99.6% |