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 | $28,652 | $49,177-41.7% | $79,464-63.9% | $64,186-55.4% |
| Participation rate | 45.3% | 65.0%-19.7pp | 73.3%-28.1pp | 69.6%-24.3pp |
| Annual return | -6.60% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,266 | $2,076-39.0% | $2,800-54.8% | $2,381-46.8% |
| Participant deferral / active EE | $2,211 | $2,821-21.6% | $3,704-40.3% | $3,470-36.3% |
| Admin fee / account holder | $259 | $3,839-93.2% | $5,113-94.9% | $4,888-94.7% |