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 | $40,739 | $85,790-52.5% | $67,313-39.5% | $135,375-69.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.14% | -0.54%-3.6pp | -4.08%-0.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,650 | $3,487-24.0% | $2,566+3.3% | $4,779-44.5% |
| Participant deferral / active EE | $6,460 | $4,651+38.9% | $3,568+81.0% | $5,609+15.2% |
| Admin fee / account holder | $93 | $6,392-98.5% | $4,507-97.9% | $10,827-99.1% |