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 | $33,359 | $78,694-57.6% | $67,652-50.7% | $125,391-73.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 0.73% | 9.46%-8.7pp | 6625.04%-6624.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,754 | $3,044-9.5% | $2,266+21.6% | $4,866-43.4% |
| Participant deferral / active EE | $7,055 | $4,292+64.4% | $3,560+98.2% | $5,352+31.8% |
| Admin fee / account holder | $36 | $7,403-99.5% | $4,821-99.2% | $9,540-99.6% |