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 | $57,991 | $54,350+6.7% | $82,719-29.9% | $68,494-15.3% |
| Participation rate | 42.9% | 63.9%-21.1pp | 72.6%-29.7pp | 67.9%-25.0pp |
| Annual return | 1.54% | -13.67%+15.2pp | 701.18%-699.6pp | -7.84%+9.4pp |
| Employer contribution / active EE | $857 | $2,218-61.3% | $3,009-71.5% | $2,596-67.0% |
| Participant deferral / active EE | $1,849 | $3,246-43.1% | $4,395-57.9% | $4,027-54.1% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |