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 | $140,702 | $61,660+128.2% | $80,019+75.8% | $64,186+119.2% |
| Participation rate | 20.3% | 71.7%-51.4pp | 75.8%-55.5pp | 69.6%-49.3pp |
| Annual return | -5.33% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $668 | $1,810-63.1% | $2,468-72.9% | $2,381-71.9% |
| Participant deferral / active EE | $1,710 | $2,968-42.4% | $3,686-53.6% | $3,470-50.7% |
| Admin fee / account holder | $7 | $5,417-99.9% | $6,521-99.9% | $4,888-99.9% |