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 | $21,336 | $133,958-84.1% | $112,228-81.0% | $134,475-84.1% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -18.01% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,170 | $4,038-71.0% | $3,635-67.8% | $4,740-75.3% |
| Participant deferral / active EE | $2,682 | $5,291-49.3% | $4,728-43.3% | $6,400-58.1% |
| Admin fee / account holder | $138 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |