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 | $21,154 | $95,862-77.9% | $79,550-73.4% | $134,475-84.3% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -18.85% | -2.69%-16.2pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,038 | $3,128-66.8% | $2,413-57.0% | $4,740-78.1% |
| Participant deferral / active EE | $2,151 | $4,693-54.2% | $3,985-46.0% | $6,400-66.4% |
| Admin fee / account holder | $271 | $9,126-97.0% | $6,832-96.0% | $11,426-97.6% |