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 | $42,923 | $62,586-31.4% | $76,768-44.1% | $64,186-33.1% |
| Participation rate | 51.2% | 72.8%-21.6pp | 77.0%-25.7pp | 69.6%-18.3pp |
| Annual return | -4.74% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $762 | $1,832-58.4% | $2,485-69.3% | $2,381-68.0% |
| Participant deferral / active EE | $2,090 | $3,145-33.5% | $3,852-45.7% | $3,470-39.8% |
| Admin fee / account holder | $184 | $4,667-96.1% | $6,675-97.2% | $4,888-96.2% |