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 | $21,120 | $87,540-75.9% | $75,781-72.1% | $125,391-83.2% |
| Participation rate | 61.1% | 80.2%-19.1pp | 75.8%-14.7pp | 83.2%-22.1pp |
| Annual return | -1.82% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,718 | $3,930-56.3% | $3,323-48.3% | $4,866-64.7% |
| Participant deferral / active EE | $3,325 | $4,229-21.4% | $3,651-8.9% | $5,352-37.9% |
| Admin fee / account holder | $126 | $6,502-98.1% | $5,299-97.6% | $9,540-98.7% |