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 | $37,815 | $50,958-25.8% | $74,550-49.3% | $64,186-41.1% |
| Participation rate | 35.7% | 61.1%-25.3pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -7.55% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $803 | $1,115-28.0% | $1,961-59.1% | $2,381-66.3% |
| Participant deferral / active EE | $1,370 | $2,301-40.5% | $3,108-55.9% | $3,470-60.5% |
| Admin fee / account holder | $210 | $4,223-95.0% | $5,060-95.8% | $4,888-95.7% |