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 | $46,860 | $95,971-51.2% | $74,550-37.1% | $135,375-65.4% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -6.69% | 56.96%-63.7pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $931 | $2,716-65.7% | $1,961-52.5% | $4,779-80.5% |
| Participant deferral / active EE | $1,880 | $3,843-51.1% | $3,108-39.5% | $5,609-66.5% |
| Admin fee / account holder | $23 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |