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 | $89,269 | $64,707+38.0% | $112,228-20.5% | $68,494+30.3% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.3pp |
| Annual return | -18.28% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $719 | $2,746-73.8% | $3,635-80.2% | $2,596-72.3% |
| Participant deferral / active EE | $2,906 | $3,565-18.5% | $4,728-38.5% | $4,027-27.8% |
| Admin fee / account holder | $198 | $5,232-96.2% | $6,410-96.9% | $5,403-96.3% |