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 | $14,608 | $69,010-78.8% | $159,960-90.9% | $68,494-78.7% |
| Participation rate | 29.8% | 65.4%-35.6pp | 78.0%-48.1pp | 67.9%-38.1pp |
| Annual return | -4.55% | -9.65%+5.1pp | 408.60%-413.2pp | -7.84%+3.3pp |
| Employer contribution / active EE | $793 | $2,213-64.2% | $4,226-81.2% | $2,596-69.5% |
| Participant deferral / active EE | $2,060 | $4,212-51.1% | $6,182-66.7% | $4,027-48.9% |
| Admin fee / account holder | $208 | $4,798-95.7% | $8,698-97.6% | $5,403-96.2% |