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 | $42,474 | $131,829-67.8% | $108,579-60.9% | $273,961-84.5% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 7.52% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $892 | $4,912-81.8% | $3,758-76.3% | $4,869-81.7% |
| Participant deferral / active EE | $1,548 | $5,127-69.8% | $4,311-64.1% | $5,287-70.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |