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 | $32,778 | $87,540-62.6% | $75,781-56.7% | $125,391-73.9% |
| Participation rate | 68.8% | 80.2%-11.4pp | 75.8%-7.1pp | 83.2%-14.4pp |
| Annual return | 0.69% | 13.48%-12.8pp | 9.68%-9.0pp | 282.22%-281.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,210 | $4,229-71.4% | $3,651-66.9% | $5,352-77.4% |
| Admin fee / account holder | $19 | $6,502-99.7% | $5,299-99.6% | $9,540-99.8% |