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 | $34,270 | $61,660-44.4% | $80,019-57.2% | $64,186-46.6% |
| Participation rate | 53.8% | 71.7%-17.8pp | 75.8%-22.0pp | 69.6%-15.7pp |
| Annual return | -6.02% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $759 | $1,810-58.1% | $2,468-69.3% | $2,381-68.1% |
| Participant deferral / active EE | $1,540 | $2,968-48.1% | $3,686-58.2% | $3,470-55.6% |
| Admin fee / account holder | $65 | $5,417-98.8% | $6,521-99.0% | $4,888-98.7% |