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 | $34,714 | $82,286-57.8% | $68,791-49.5% | $134,475-74.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 2.25% | -2.19%+4.4pp | -6.38%+8.6pp | 417.96%-415.7pp |
| Employer contribution / active EE | $758 | $3,301-77.0% | $2,655-71.4% | $4,740-84.0% |
| Participant deferral / active EE | $1,152 | $4,739-75.7% | $3,941-70.8% | $6,400-82.0% |
| Admin fee / account holder | $13 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |