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 | $33,008 | $92,222-64.2% | $76,768-57.0% | $135,375-75.6% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -0.56% | 5.46%-6.0pp | 2.43%-3.0pp | 519.73%-520.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,072 | $4,509-31.9% | $3,852-20.2% | $5,609-45.2% |
| Admin fee / account holder | $112 | $10,748-99.0% | $6,675-98.3% | $10,827-99.0% |