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 | $13,663 | $48,265-71.7% | $68,791-80.1% | $68,494-80.1% |
| Participation rate | 48.9% | 60.7%-11.7pp | 69.0%-20.1pp | 67.9%-19.0pp |
| Annual return | -19.34% | -12.71%-6.6pp | -6.38%-13.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $630 | $1,829-65.6% | $2,655-76.3% | $2,596-75.7% |
| Participant deferral / active EE | $1,816 | $2,867-36.6% | $3,941-53.9% | $4,027-54.9% |
| Admin fee / account holder | $176 | $4,355-96.0% | $4,932-96.4% | $5,403-96.7% |