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 | $43,723 | $49,177-11.1% | $79,464-45.0% | $64,186-31.9% |
| Participation rate | 55.0% | 65.0%-10.0pp | 73.3%-18.3pp | 69.6%-14.6pp |
| Annual return | -7.04% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $366 | $2,076-82.4% | $2,800-86.9% | $2,381-84.6% |
| Participant deferral / active EE | $1,724 | $2,821-38.9% | $3,704-53.4% | $3,470-50.3% |
| Admin fee / account holder | $13 | $3,839-99.7% | $5,113-99.7% | $4,888-99.7% |