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 | $32,667 | $62,586-47.8% | $76,768-57.4% | $64,186-49.1% |
| Participation rate | 61.2% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -7.31% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $440 | $1,832-76.0% | $2,485-82.3% | $2,381-81.5% |
| Participant deferral / active EE | $1,902 | $3,145-39.5% | $3,852-50.6% | $3,470-45.2% |
| Admin fee / account holder | $174 | $4,667-96.3% | $6,675-97.4% | $4,888-96.4% |