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 | $30,368 | $57,354-47.1% | $83,848-63.8% | $64,186-52.7% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.6pp | 69.6%-9.0pp |
| Annual return | -7.44% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,136 | $2,545-16.1% | $3,631-41.2% | $2,381-10.3% |
| Participant deferral / active EE | $3,614 | $2,993+20.7% | $4,082-11.5% | $3,470+4.2% |
| Admin fee / account holder | $87 | $4,046-97.9% | $5,478-98.4% | $4,888-98.2% |