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 | $47,055 | $99,032-52.5% | $80,019-41.2% | $135,375-65.2% |
| Participation rate | 65.0% | 78.4%-13.4pp | 75.8%-10.8pp | 82.6%-17.6pp |
| Annual return | -7.65% | 15.39%-23.0pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $872 | $3,043-71.3% | $2,468-64.6% | $4,779-81.7% |
| Participant deferral / active EE | $2,543 | $4,282-40.6% | $3,686-31.0% | $5,609-54.7% |
| Admin fee / account holder | $155 | $10,436-98.5% | $6,521-97.6% | $10,827-98.6% |