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 | $22,568 | $103,949-78.3% | $69,182-67.4% | $273,961-91.8% |
| Participation rate | 54.5% | 67.4%-12.8pp | 55.1%-0.6pp | 83.0%-28.5pp |
| Annual return | 12.08% | 35.28%-23.2pp | -21.93%+34.0pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,884 | $1,783+5.7% | $1,206+56.2% | $4,869-61.3% |
| Participant deferral / active EE | $3,541 | $2,716+30.3% | $1,897+86.7% | $5,287-33.0% |
| Admin fee / account holder | $16 | $3,671-99.6% | $2,697-99.4% | $10,132-99.8% |