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 | $38,510 | $61,660-37.5% | $80,019-51.9% | $64,186-40.0% |
| Participation rate | 46.7% | 71.7%-25.0pp | 75.8%-29.2pp | 69.6%-22.9pp |
| Annual return | -6.14% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $980 | $1,810-45.9% | $2,468-60.3% | $2,381-58.9% |
| Participant deferral / active EE | $1,842 | $2,968-37.9% | $3,686-50.0% | $3,470-46.9% |
| Admin fee / account holder | $284 | $5,417-94.7% | $6,521-95.6% | $4,888-94.2% |