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 | $39,234 | $95,193-58.8% | $76,523-48.7% | $135,375-71.0% |
| Participation rate | 35.3% | 74.4%-39.1pp | 68.0%-32.7pp | 82.6%-47.3pp |
| Annual return | -7.19% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $574 | $3,302-82.6% | $2,647-78.3% | $4,779-88.0% |
| Participant deferral / active EE | $1,384 | $4,639-70.2% | $3,835-63.9% | $5,609-75.3% |
| Admin fee / account holder | $37 | $6,249-99.4% | $4,848-99.2% | $10,827-99.7% |