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 | $21,023 | $95,193-77.9% | $76,523-72.5% | $135,375-84.5% |
| Participation rate | 40.9% | 74.4%-33.5pp | 68.0%-27.1pp | 82.6%-41.7pp |
| Annual return | -9.61% | 4.85%-14.5pp | -0.27%-9.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,661 | $4,639-42.6% | $3,835-30.6% | $5,609-52.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |