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 | $10,803 | $90,600-88.1% | $79,464-86.4% | $135,375-92.0% |
| Participation rate | 54.2% | 76.0%-21.9pp | 73.3%-19.2pp | 82.6%-28.5pp |
| Annual return | -4.94% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $820 | $3,068-73.3% | $2,800-70.7% | $4,779-82.8% |
| Participant deferral / active EE | $1,183 | $4,050-70.8% | $3,704-68.1% | $5,609-78.9% |
| Admin fee / account holder | $292 | $5,907-95.1% | $5,113-94.3% | $10,827-97.3% |