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 | $65,076 | $57,354+13.5% | $83,848-22.4% | $64,186+1.4% |
| Participation rate | 44.1% | 68.6%-24.5pp | 76.1%-32.0pp | 69.6%-25.5pp |
| Annual return | -4.37% | 11.38%-15.8pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $909 | $2,545-64.3% | $3,631-75.0% | $2,381-61.8% |
| Participant deferral / active EE | $3,040 | $2,993+1.6% | $4,082-25.5% | $3,470-12.4% |
| Admin fee / account holder | $195 | $4,046-95.2% | $5,478-96.4% | $4,888-96.0% |