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 | $28,494 | $49,280-42.2% | $67,313-57.7% | $64,186-55.6% |
| Participation rate | 48.6% | 60.8%-12.1pp | 69.1%-20.4pp | 69.6%-20.9pp |
| Annual return | -7.44% | -1.39%-6.0pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,290 | $1,668-22.7% | $2,566-49.7% | $2,381-45.8% |
| Participant deferral / active EE | $2,349 | $2,484-5.4% | $3,568-34.2% | $3,470-32.3% |
| Admin fee / account holder | $15 | $3,863-99.6% | $4,507-99.7% | $4,888-99.7% |