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 | $29,943 | $52,681-43.2% | $75,781-60.5% | $59,632-49.8% |
| Participation rate | 40.4% | 67.2%-26.9pp | 75.8%-35.5pp | 68.7%-28.3pp |
| Annual return | -2.52% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $844 | $2,193-61.5% | $3,323-74.6% | $2,203-61.7% |
| Participant deferral / active EE | $1,606 | $2,591-38.0% | $3,651-56.0% | $3,192-49.7% |
| Admin fee / account holder | $266 | $3,610-92.6% | $5,299-95.0% | $4,297-93.8% |