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 | $39,363 | $95,971-59.0% | $74,550-47.2% | $135,375-70.9% |
| Participation rate | 31.3% | 75.7%-44.4pp | 69.1%-37.9pp | 82.6%-51.4pp |
| Annual return | -7.08% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $415 | $2,716-84.7% | $1,961-78.8% | $4,779-91.3% |
| Participant deferral / active EE | $2,468 | $3,843-35.8% | $3,108-20.6% | $5,609-56.0% |
| Admin fee / account holder | $217 | $6,522-96.7% | $5,060-95.7% | $10,827-98.0% |