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 | $42,424 | $72,177-41.2% | $115,037-63.1% | $59,632-28.9% |
| Participation rate | 53.3% | 72.6%-19.2pp | 81.4%-28.0pp | 68.7%-15.3pp |
| Annual return | 0.17% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,820 | $2,841-35.9% | $4,608-60.5% | $2,203-17.4% |
| Participant deferral / active EE | $3,335 | $4,783-30.3% | $6,026-44.7% | $3,192+4.5% |
| Admin fee / account holder | $117 | $4,927-97.6% | $8,175-98.6% | $4,297-97.3% |