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 | $14,977 | $49,177-69.5% | $79,464-81.2% | $64,186-76.7% |
| Participation rate | 66.0% | 65.0%+1.0pp | 73.3%-7.3pp | 69.6%-3.6pp |
| Annual return | -6.38% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $928 | $2,076-55.3% | $2,800-66.9% | $2,381-61.0% |
| Participant deferral / active EE | $1,346 | $2,821-52.3% | $3,704-63.6% | $3,470-61.2% |
| Admin fee / account holder | $53 | $3,839-98.6% | $5,113-99.0% | $4,888-98.9% |