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 9-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 | $37,091 | $131,829-71.9% | $108,579-65.8% | $273,961-86.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.42% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $941 | $4,912-80.8% | $3,758-75.0% | $4,869-80.7% |
| Participant deferral / active EE | $2,776 | $5,127-45.9% | $4,311-35.6% | $5,287-47.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |