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 | $63,508 | $84,527-24.9% | $67,711-6.2% | $125,391-49.4% |
| Participation rate | 65.2% | 74.8%-9.6pp | 67.5%-2.3pp | 83.2%-18.0pp |
| Annual return | -0.80% | 2.57%-3.4pp | 25.41%-26.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $286 | $3,292-91.3% | $2,559-88.8% | $4,866-94.1% |
| Participant deferral / active EE | $2,938 | $4,429-33.7% | $3,585-18.1% | $5,352-45.1% |
| Admin fee / account holder | $178 | $5,340-96.7% | $4,255-95.8% | $9,540-98.1% |