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 | $32,473 | $131,829-75.4% | $108,579-70.1% | $273,961-88.1% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.6%-32.2pp | 83.0%-35.6pp |
| Annual return | 6.52% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,138 | $4,912-76.8% | $3,758-69.7% | $4,869-76.6% |
| Participant deferral / active EE | $2,074 | $5,127-59.6% | $4,311-51.9% | $5,287-60.8% |
| Admin fee / account holder | $152 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |