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 | $28,751 | $107,015-73.1% | $73,545-60.9% | $147,584-80.5% |
| Participation rate | 46.2% | 66.4%-20.2pp | 54.9%-8.8pp | 82.8%-36.7pp |
| Annual return | 19.81% | 38.25%-18.4pp | -15.16%+35.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,326 | $1,760-24.6% | $1,219+8.8% | $4,876-72.8% |
| Participant deferral / active EE | $1,939 | $2,462-21.2% | $1,806+7.4% | $5,439-64.3% |
| Admin fee / account holder | $88 | $3,055-97.1% | $2,320-96.2% | $10,885-99.2% |