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 | $53,346 | $95,193-44.0% | $76,523-30.3% | $135,375-60.6% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -10.02% | 4.85%-14.9pp | -0.27%-9.7pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,609 | $3,302-51.3% | $2,647-39.2% | $4,779-66.3% |
| Participant deferral / active EE | $1,901 | $4,639-59.0% | $3,835-50.4% | $5,609-66.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |