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 | $19,937 | $76,000-73.8% | $154,107-87.1% | $64,186-68.9% |
| Participation rate | 46.9% | 70.4%-23.5pp | 83.0%-36.2pp | 69.6%-22.7pp |
| Annual return | -3.40% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $767 | $3,351-77.1% | $5,298-85.5% | $2,381-67.8% |
| Participant deferral / active EE | $2,655 | $3,175-16.4% | $5,081-47.7% | $3,470-23.5% |
| Admin fee / account holder | $148 | $5,596-97.3% | $13,411-98.9% | $4,888-97.0% |