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 | $27,461 | $45,152-39.2% | $73,843-62.8% | $59,632-53.9% |
| Participation rate | 32.6% | 64.0%-31.5pp | 73.4%-40.9pp | 68.7%-36.1pp |
| Annual return | -0.35% | 27.40%-27.7pp | 2267.84%-2268.2pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $650 | $1,902-65.8% | $2,787-76.7% | $2,203-70.5% |
| Participant deferral / active EE | $925 | $2,574-64.1% | $3,583-74.2% | $3,192-71.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |