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 | $57,165 | $76,000-24.8% | $154,107-62.9% | $64,186-10.9% |
| Participation rate | 28.1% | 70.4%-42.3pp | 83.0%-55.0pp | 69.6%-41.5pp |
| Annual return | -1.95% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $469 | $3,351-86.0% | $5,298-91.2% | $2,381-80.3% |
| Participant deferral / active EE | $1,210 | $3,175-61.9% | $5,081-76.2% | $3,470-65.1% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |