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 | $26,030 | $54,726-52.4% | $68,793-62.2% | $64,186-59.4% |
| Participation rate | 58.8% | 68.0%-9.2pp | 72.2%-13.4pp | 69.6%-10.7pp |
| Annual return | 2.52% | -1.62%+4.1pp | -4.63%+7.1pp | 7.63%-5.1pp |
| Employer contribution / active EE | $1,910 | $1,846+3.5% | $2,625-27.2% | $2,381-19.8% |
| Participant deferral / active EE | $4,239 | $2,626+61.4% | $3,311+28.0% | $3,470+22.2% |
| Admin fee / account holder | $220 | $4,027-94.5% | $5,131-95.7% | $4,888-95.5% |