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 | $71,678 | $50,958+40.7% | $74,550-3.9% | $64,186+11.7% |
| Participation rate | 29.7% | 61.1%-31.3pp | 69.1%-39.4pp | 69.6%-39.8pp |
| Annual return | -7.29% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,125 | $1,115+0.9% | $1,961-42.6% | $2,381-52.7% |
| Participant deferral / active EE | $2,742 | $2,301+19.1% | $3,108-11.8% | $3,470-21.0% |
| Admin fee / account holder | $6 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |