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 | $53,422 | $97,881-45.4% | $80,004-33.2% | $125,391-57.4% |
| Participation rate | 42.9% | 77.9%-35.0pp | 73.0%-30.2pp | 83.2%-40.3pp |
| Annual return | -1.16% | 9.36%-10.5pp | 7.63%-8.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $848 | $3,128-72.9% | $2,473-65.7% | $4,866-82.6% |
| Participant deferral / active EE | $2,530 | $3,744-32.4% | $3,204-21.0% | $5,352-52.7% |
| Admin fee / account holder | $115 | $6,278-98.2% | $5,033-97.7% | $9,540-98.8% |