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 | $46,706 | $32,117+45.4% | $71,086-34.3% | $64,186-27.2% |
| Participation rate | 11.1% | 42.7%-31.6pp | 54.7%-43.5pp | 69.6%-58.5pp |
| Annual return | -8.76% | -5.57%-3.2pp | 650.59%-659.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $618 | $712-13.3% | $1,088-43.2% | $2,381-74.1% |
| Participant deferral / active EE | $1,167 | $1,263-7.6% | $1,874-37.7% | $3,470-66.4% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,888-99.7% |