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 | $29,875 | $107,791-72.3% | $90,645-67.0% | $135,375-77.9% |
| Participation rate | 35.7% | 78.0%-42.3pp | 74.0%-38.3pp | 82.6%-46.9pp |
| Annual return | 1.08% | -0.90%+2.0pp | 1.88%-0.8pp | 519.73%-518.7pp |
| Employer contribution / active EE | $958 | $3,018-68.3% | $2,532-62.2% | $4,779-80.0% |
| Participant deferral / active EE | $2,250 | $3,872-41.9% | $3,425-34.3% | $5,609-59.9% |
| Admin fee / account holder | $4 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |