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 | $33,415 | $85,790-61.1% | $67,313-50.4% | $135,375-75.3% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -8.17% | -0.54%-7.6pp | -4.08%-4.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,446 | $4,651-68.9% | $3,568-59.5% | $5,609-74.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |