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 | $37,370 | $140,588-73.4% | $123,104-69.6% | $125,391-70.2% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | -1.91% | 16.80%-18.7pp | 13.22%-15.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,251 | $6,041-79.3% | $5,151-75.7% | $4,866-74.3% |
| Participant deferral / active EE | $4,930 | $6,980-29.4% | $6,230-20.9% | $5,352-7.9% |
| Admin fee / account holder | $11 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |