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 | $49,953 | $72,404-31.0% | $110,238-54.7% | $64,186-22.2% |
| Participation rate | 53.2% | 73.3%-20.1pp | 79.8%-26.6pp | 69.6%-16.3pp |
| Annual return | 6.75% | -6.29%+13.0pp | 314.74%-308.0pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,542 | $2,282-32.4% | $3,826-59.7% | $2,381-35.2% |
| Participant deferral / active EE | $3,639 | $3,469+4.9% | $4,672-22.1% | $3,470+4.9% |
| Admin fee / account holder | $188 | $5,664-96.7% | $8,547-97.8% | $4,888-96.1% |