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 | $22,985 | $73,867-68.9% | $143,757-84.0% | $68,494-66.4% |
| Participation rate | 29.2% | 66.7%-37.4pp | 80.3%-51.1pp | 67.9%-38.7pp |
| Annual return | -5.46% | 1.01%-6.5pp | -0.04%-5.4pp | -7.84%+2.4pp |
| Employer contribution / active EE | $429 | $3,184-86.5% | $4,951-91.3% | $2,596-83.5% |
| Participant deferral / active EE | $1,010 | $3,384-70.2% | $5,637-82.1% | $4,027-74.9% |
| Admin fee / account holder | $54 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |