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 | $39,291 | $62,586-37.2% | $76,768-48.8% | $64,186-38.8% |
| Participation rate | 53.6% | 72.8%-19.2pp | 77.0%-23.4pp | 69.6%-16.0pp |
| Annual return | -5.49% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $900 | $1,832-50.9% | $2,485-63.8% | $2,381-62.2% |
| Participant deferral / active EE | $1,673 | $3,145-46.8% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |