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 | $10,429 | $73,867-85.9% | $143,757-92.7% | $68,494-84.8% |
| Participation rate | 46.8% | 66.7%-19.8pp | 80.3%-33.5pp | 67.9%-21.1pp |
| Annual return | -9.83% | 1.01%-10.8pp | -0.04%-9.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $668 | $3,184-79.0% | $4,951-86.5% | $2,596-74.3% |
| Participant deferral / active EE | $1,049 | $3,384-69.0% | $5,637-81.4% | $4,027-74.0% |
| Admin fee / account holder | $256 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |