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 | $28,036 | $77,813-64.0% | $123,544-77.3% | $64,186-56.3% |
| Participation rate | 63.3% | 74.7%-11.4pp | 82.3%-19.0pp | 69.6%-6.2pp |
| Annual return | -5.37% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,803 | $3,014-40.2% | $4,628-61.0% | $2,381-24.3% |
| Participant deferral / active EE | $4,855 | $5,240-7.3% | $6,426-24.4% | $3,470+39.9% |
| Admin fee / account holder | $106 | $5,519-98.1% | $9,284-98.9% | $4,888-97.8% |