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 | $70,906 | $85,790-17.3% | $67,313+5.3% | $135,375-47.6% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.1%-26.2pp | 82.6%-39.8pp |
| Annual return | -4.22% | -0.54%-3.7pp | -4.08%-0.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $840 | $3,487-75.9% | $2,566-67.3% | $4,779-82.4% |
| Participant deferral / active EE | $3,154 | $4,651-32.2% | $3,568-11.6% | $5,609-43.8% |
| Admin fee / account holder | $163 | $6,392-97.5% | $4,507-96.4% | $10,827-98.5% |