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 | $76,085 | $46,674+63.0% | $117,472-35.2% | $68,494+11.1% |
| Participation rate | 20.7% | 56.8%-36.1pp | 70.6%-49.9pp | 67.9%-47.2pp |
| Annual return | -18.08% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $404 | $1,505-73.2% | $4,176-90.3% | $2,596-84.4% |
| Participant deferral / active EE | $2,210 | $2,636-16.2% | $4,070-45.7% | $4,027-45.1% |
| Admin fee / account holder | $262 | $4,020-93.5% | $5,645-95.4% | $5,403-95.2% |