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 | $24,764 | $113,935-78.3% | $94,224-73.7% | $125,391-80.3% |
| Participation rate | 47.8% | 82.9%-35.1pp | 78.8%-30.9pp | 83.2%-35.4pp |
| Annual return | -0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,360 | $4,727-71.2% | $3,587-62.1% | $4,866-72.1% |
| Participant deferral / active EE | $3,015 | $5,179-41.8% | $4,320-30.2% | $5,352-43.7% |
| Admin fee / account holder | $87 | $8,391-99.0% | $6,269-98.6% | $9,540-99.1% |