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 | $14,856 | $49,177-69.8% | $79,464-81.3% | $64,186-76.9% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.6%-5.1pp |
| Annual return | -4.51% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $573 | $2,076-72.4% | $2,800-79.5% | $2,381-75.9% |
| Participant deferral / active EE | $859 | $2,821-69.6% | $3,704-76.8% | $3,470-75.2% |
| Admin fee / account holder | $17 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |