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 | $51,661 | $92,222-44.0% | $76,768-32.7% | $135,375-61.8% |
| Participation rate | 52.9% | 79.8%-26.8pp | 77.0%-24.0pp | 82.6%-29.7pp |
| Annual return | 1.17% | 5.46%-4.3pp | 2.43%-1.3pp | 519.73%-518.6pp |
| Employer contribution / active EE | $731 | $3,216-77.3% | $2,485-70.6% | $4,779-84.7% |
| Participant deferral / active EE | $2,407 | $4,509-46.6% | $3,852-37.5% | $5,609-57.1% |
| Admin fee / account holder | $37 | $10,748-99.7% | $6,675-99.4% | $10,827-99.7% |