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 | $26,305 | $53,162-50.5% | $91,220-71.2% | $68,494-61.6% |
| Participation rate | 68.2% | 63.2%+5.0pp | 73.2%-5.0pp | 67.9%+0.3pp |
| Annual return | -18.00% | -3.14%-14.9pp | 114.01%-132.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,563 | $1,709-8.6% | $2,850-45.2% | $2,596-39.8% |
| Participant deferral / active EE | $3,393 | $2,974+14.1% | $4,234-19.9% | $4,027-15.7% |
| Admin fee / account holder | $289 | $4,493-93.6% | $5,420-94.7% | $5,403-94.7% |