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 | $58,704 | $92,222-36.3% | $76,768-23.5% | $135,375-56.6% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -8.60% | 5.46%-14.1pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,096 | $3,216-65.9% | $2,485-55.9% | $4,779-77.1% |
| Participant deferral / active EE | $2,063 | $4,509-54.2% | $3,852-46.4% | $5,609-63.2% |
| Admin fee / account holder | $262 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |