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 | $30,613 | $67,411-54.6% | $91,001-66.4% | $70,131-56.3% |
| Participation rate | 56.0% | 71.4%-15.4pp | 75.6%-19.6pp | 69.5%-13.5pp |
| Annual return | 16.44% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $713 | $1,786-60.1% | $2,456-71.0% | $2,342-69.6% |
| Participant deferral / active EE | $1,459 | $2,823-48.3% | $3,547-58.9% | $3,332-56.2% |
| Admin fee / account holder | $139 | $4,236-96.7% | $5,417-97.4% | $4,645-97.0% |