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 7-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 | $33,960 | $95,862-64.6% | $79,550-57.3% | $134,475-74.7% |
| Participation rate | 39.1% | 75.0%-35.9pp | 69.5%-30.4pp | 81.2%-42.1pp |
| Annual return | -15.49% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,729 | $4,693-20.5% | $3,985-6.4% | $6,400-41.7% |
| Admin fee / account holder | $76 | $9,126-99.2% | $6,832-98.9% | $11,426-99.3% |