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 | $18,424 | $103,949-82.3% | $69,182-73.4% | $273,961-93.3% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 7.99% | 35.28%-27.3pp | -21.93%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,822 | $1,783+2.2% | $1,206+51.1% | $4,869-62.6% |
| Participant deferral / active EE | $426 | $2,716-84.3% | $1,897-77.6% | $5,287-92.0% |
| Admin fee / account holder | $257 | $3,671-93.0% | $2,697-90.5% | $10,132-97.5% |