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 | $45,901 | $62,586-26.7% | $76,768-40.2% | $64,186-28.5% |
| Participation rate | 52.6% | 72.8%-20.2pp | 77.0%-24.3pp | 69.6%-16.9pp |
| Annual return | -5.60% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,034 | $1,832-43.5% | $2,485-58.4% | $2,381-56.6% |
| Participant deferral / active EE | $1,602 | $3,145-49.0% | $3,852-58.4% | $3,470-53.8% |
| Admin fee / account holder | $39 | $4,667-99.2% | $6,675-99.4% | $4,888-99.2% |