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 | $83,190 | $62,586+32.9% | $76,768+8.4% | $64,186+29.6% |
| Participation rate | 22.7% | 72.8%-50.1pp | 77.0%-54.3pp | 69.6%-46.9pp |
| Annual return | -4.93% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $770 | $1,832-58.0% | $2,485-69.0% | $2,381-67.7% |
| Participant deferral / active EE | $1,672 | $3,145-46.8% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $62 | $4,667-98.7% | $6,675-99.1% | $4,888-98.7% |