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 | $33,610 | $211,958-84.1% | $169,463-80.2% | $135,375-75.2% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -7.93% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,051 | $6,075-49.8% | $5,277-42.2% | $5,609-45.6% |
| Admin fee / account holder | $201 | $11,471-98.2% | $9,109-97.8% | $10,827-98.1% |