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 | $19,428 | $42,383-54.2% | $76,523-74.6% | $64,186-69.7% |
| Participation rate | 27.6% | 58.1%-30.6pp | 68.0%-40.4pp | 69.6%-42.0pp |
| Annual return | -8.10% | -16.54%+8.4pp | -0.27%-7.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $599 | $1,563-61.7% | $2,647-77.4% | $2,381-74.8% |
| Participant deferral / active EE | $1,989 | $2,566-22.5% | $3,835-48.1% | $3,470-42.7% |
| Admin fee / account holder | $14 | $3,198-99.6% | $4,848-99.7% | $4,888-99.7% |