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 | $28,279 | $76,000-62.8% | $154,107-81.6% | $64,186-55.9% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,259 | $3,351-62.4% | $5,298-76.2% | $2,381-47.1% |
| Participant deferral / active EE | $2,703 | $3,175-14.9% | $5,081-46.8% | $3,470-22.1% |
| Admin fee / account holder | $8 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |