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 | $64,042 | $107,791-40.6% | $90,645-29.3% | $135,375-52.7% |
| Participation rate | 61.9% | 78.0%-16.1pp | 74.0%-12.1pp | 82.6%-20.7pp |
| Annual return | 5.70% | -0.90%+6.6pp | 1.88%+3.8pp | 519.73%-514.0pp |
| Employer contribution / active EE | $1,410 | $3,018-53.3% | $2,532-44.3% | $4,779-70.5% |
| Participant deferral / active EE | $2,412 | $3,872-37.7% | $3,425-29.6% | $5,609-57.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |