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 | $63,178 | $113,935-44.5% | $94,224-32.9% | $125,391-49.6% |
| Participation rate | 43.8% | 82.9%-39.1pp | 78.8%-35.0pp | 83.2%-39.4pp |
| Annual return | -0.89% | 5.29%-6.2pp | 10.68%-11.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,155 | $4,727-75.6% | $3,587-67.8% | $4,866-76.3% |
| Participant deferral / active EE | $3,661 | $5,179-29.3% | $4,320-15.3% | $5,352-31.6% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |