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 | $0 | $56,484-100.0% | $169,463-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | -1.64% | -1.55%-0.1pp | 1.83%-3.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $399 | $1,832-78.2% | $4,159-90.4% | $2,381-83.3% |
| Participant deferral / active EE | $1,257 | $3,448-63.5% | $5,277-76.2% | $3,470-63.8% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |