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 | $24,174 | $91,911-73.7% | $68,793-64.9% | $135,375-82.1% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | -7.04% | -8.22%+1.2pp | -4.63%-2.4pp | 519.73%-526.8pp |
| Employer contribution / active EE | $188 | $3,924-95.2% | $2,625-92.8% | $4,779-96.1% |
| Participant deferral / active EE | $3,760 | $4,315-12.9% | $3,311+13.6% | $5,609-33.0% |
| Admin fee / account holder | $254 | $9,240-97.2% | $5,131-95.0% | $10,827-97.7% |