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 7-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 | $39,377 | $91,538-57.0% | $129,995-69.7% | $75,163-47.6% |
| Participation rate | 48.1% | 71.4%-23.3pp | 78.5%-30.3pp | 67.2%-19.0pp |
| Annual return | 18.80% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,590 | $2,845-44.1% | $4,320-63.2% | $2,670-40.4% |
| Participant deferral / active EE | $3,763 | $4,341-13.3% | $5,820-35.3% | $4,125-8.8% |
| Admin fee / account holder | $146 | $6,790-97.8% | $10,614-98.6% | $5,651-97.4% |