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 | $44,775 | $47,944-6.6% | $67,834-34.0% | $62,891-28.8% |
| Participation rate | 33.3% | 61.1%-27.7pp | 68.8%-35.5pp | 69.3%-36.0pp |
| Annual return | 6.66% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $322 | $1,562-79.4% | $2,403-86.6% | $2,281-85.9% |
| Participant deferral / active EE | $860 | $2,247-61.7% | $3,160-72.8% | $3,203-73.2% |
| Admin fee / account holder | $14 | $3,712-99.6% | $4,622-99.7% | $4,296-99.7% |