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 | $18,984 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-93.1% |
| Participation rate | 16.7% | 74.1%-57.4pp | 68.4%-51.7pp | 83.0%-66.3pp |
| Annual return | 2.67% | 2.55%+0.1pp | 5.24%-2.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $515 | $2,350-78.1% | $1,844-72.1% | $4,869-89.4% |
| Participant deferral / active EE | $637 | $2,962-78.5% | $2,591-75.4% | $5,287-88.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |