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 | $40,302 | $85,790-53.0% | $67,313-40.1% | $135,375-70.2% |
| Participation rate | 68.8% | 76.5%-7.7pp | 69.1%-0.3pp | 82.6%-13.9pp |
| Annual return | -7.55% | -0.54%-7.0pp | -4.08%-3.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,402 | $3,487-59.8% | $2,566-45.4% | $4,779-70.7% |
| Participant deferral / active EE | $2,196 | $4,651-52.8% | $3,568-38.5% | $5,609-60.8% |
| Admin fee / account holder | $208 | $6,392-96.8% | $4,507-95.4% | $10,827-98.1% |