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 | $31,910 | $73,867-56.8% | $143,757-77.8% | $68,494-53.4% |
| Participation rate | 14.9% | 66.7%-51.8pp | 80.3%-65.4pp | 67.9%-53.0pp |
| Annual return | -11.49% | 1.01%-12.5pp | -0.04%-11.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $415 | $3,184-87.0% | $4,951-91.6% | $2,596-84.0% |
| Participant deferral / active EE | $1,282 | $3,384-62.1% | $5,637-77.3% | $4,027-68.2% |
| Admin fee / account holder | $38 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |