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 | $36,781 | $87,540-58.0% | $75,781-51.5% | $125,391-70.7% |
| Participation rate | 53.3% | 80.2%-26.8pp | 75.8%-22.5pp | 83.2%-29.9pp |
| Annual return | -1.49% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $650 | $3,930-83.5% | $3,323-80.5% | $4,866-86.7% |
| Participant deferral / active EE | $1,904 | $4,229-55.0% | $3,651-47.9% | $5,352-64.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |