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 | $20,559 | $84,527-75.7% | $67,711-69.6% | $125,391-83.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | 0.37% | 2.57%-2.2pp | 25.41%-25.0pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,639 | $3,292-19.8% | $2,559+3.1% | $4,866-45.8% |
| Participant deferral / active EE | $3,959 | $4,429-10.6% | $3,585+10.4% | $5,352-26.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |