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 | $22,999 | $197,825-88.4% | $155,790-85.2% | $125,391-81.7% |
| Participation rate | 58.3% | 82.1%-23.8pp | 76.1%-17.8pp | 83.2%-24.9pp |
| Annual return | 0.04% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,603 | $4,847-66.9% | $3,836-58.2% | $4,866-67.1% |
| Participant deferral / active EE | $4,397 | $5,630-21.9% | $4,797-8.3% | $5,352-17.8% |
| Admin fee / account holder | $20 | $9,545-99.8% | $7,478-99.7% | $9,540-99.8% |