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 | $20,771 | $49,177-57.8% | $79,464-73.9% | $64,186-67.6% |
| Participation rate | 36.7% | 65.0%-28.3pp | 73.3%-36.6pp | 69.6%-32.8pp |
| Annual return | -7.09% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $781 | $2,076-62.4% | $2,800-72.1% | $2,381-67.2% |
| Participant deferral / active EE | $1,459 | $2,821-48.3% | $3,704-60.6% | $3,470-58.0% |
| Admin fee / account holder | $224 | $3,839-94.2% | $5,113-95.6% | $4,888-95.4% |