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 | $37,276 | $73,867-49.5% | $143,757-74.1% | $68,494-45.6% |
| Participation rate | 64.5% | 66.7%-2.1pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -15.36% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,813 | $3,184-43.1% | $4,951-63.4% | $2,596-30.2% |
| Participant deferral / active EE | $4,183 | $3,384+23.6% | $5,637-25.8% | $4,027+3.9% |
| Admin fee / account holder | $211 | $5,755-96.3% | $14,673-98.6% | $5,403-96.1% |