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 | $31,473 | $49,177-36.0% | $79,464-60.4% | $64,186-51.0% |
| Participation rate | 54.5% | 65.0%-10.5pp | 73.3%-18.8pp | 69.6%-15.0pp |
| Annual return | -7.21% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,071 | $2,076-0.2% | $2,800-26.0% | $2,381-13.0% |
| Participant deferral / active EE | $2,880 | $2,821+2.1% | $3,704-22.2% | $3,470-17.0% |
| Admin fee / account holder | $279 | $3,839-92.7% | $5,113-94.5% | $4,888-94.3% |