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 | $69,703 | $97,044-28.2% | $83,333-16.4% | $135,375-48.5% |
| Participation rate | 41.7% | 80.4%-38.7pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -7.91% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,080 | $4,143-73.9% | $3,379-68.0% | $4,779-77.4% |
| Participant deferral / active EE | $2,137 | $5,964-64.2% | $5,565-61.6% | $5,609-61.9% |
| Admin fee / account holder | $25 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |