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 | $35,126 | $57,354-38.8% | $83,848-58.1% | $64,186-45.3% |
| Participation rate | 48.0% | 68.6%-20.6pp | 76.1%-28.1pp | 69.6%-21.6pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,031 | $2,993-32.2% | $4,082-50.2% | $3,470-41.5% |
| Admin fee / account holder | $115 | $4,046-97.2% | $5,478-97.9% | $4,888-97.7% |