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 | $23,660 | $77,813-69.6% | $123,544-80.8% | $64,186-63.1% |
| Participation rate | 55.2% | 74.7%-19.5pp | 82.3%-27.1pp | 69.6%-14.4pp |
| Annual return | -5.41% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,207 | $3,014-59.9% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $3,081 | $5,240-41.2% | $6,426-52.0% | $3,470-11.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |