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 | $28,557 | $107,791-73.5% | $90,645-68.5% | $135,375-78.9% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -4.88% | -0.90%-4.0pp | 1.88%-6.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,161 | $3,018-61.5% | $2,532-54.1% | $4,779-75.7% |
| Participant deferral / active EE | $2,306 | $3,872-40.5% | $3,425-32.7% | $5,609-58.9% |
| Admin fee / account holder | $2 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |