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 | $46,191 | $91,538-49.5% | $129,995-64.5% | $75,163-38.5% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 18.84% | -631.11%+650.0pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,124 | $2,845-60.5% | $4,320-74.0% | $2,670-57.9% |
| Participant deferral / active EE | $4,053 | $4,341-6.6% | $5,820-30.4% | $4,125-1.7% |
| Admin fee / account holder | $24 | $6,790-99.6% | $10,614-99.8% | $5,651-99.6% |