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 | $67,452 | $131,829-48.8% | $108,579-37.9% | $273,961-75.4% |
| Participation rate | 47.8% | 83.5%-35.6pp | 79.6%-31.7pp | 83.0%-35.2pp |
| Annual return | 3.18% | -91.57%+94.8pp | -51.70%+54.9pp | 41.45%-38.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,591 | $5,127-30.0% | $4,311-16.7% | $5,287-32.1% |
| Admin fee / account holder | $202 | $10,252-98.0% | $7,645-97.4% | $10,132-98.0% |