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 | $35,259 | $211,958-83.4% | $169,463-79.2% | $135,375-74.0% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -8.65% | 3.26%-11.9pp | 1.83%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,741 | $5,120-66.0% | $4,159-58.1% | $4,779-63.6% |
| Participant deferral / active EE | $3,535 | $6,075-41.8% | $5,277-33.0% | $5,609-37.0% |
| Admin fee / account holder | $83 | $11,471-99.3% | $9,109-99.1% | $10,827-99.2% |