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 | $34,318 | $131,829-74.0% | $108,579-68.4% | $273,961-87.5% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 9.49% | -91.57%+101.1pp | -51.70%+61.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,160 | $4,912-76.4% | $3,758-69.1% | $4,869-76.2% |
| Participant deferral / active EE | $2,455 | $5,127-52.1% | $4,311-43.1% | $5,287-53.6% |
| Admin fee / account holder | $140 | $10,252-98.6% | $7,645-98.2% | $10,132-98.6% |