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 | $59,397 | $72,404-18.0% | $110,238-46.1% | $64,186-7.5% |
| Participation rate | 44.7% | 73.3%-28.6pp | 79.8%-35.1pp | 69.6%-24.8pp |
| Annual return | -6.45% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,401 | $3,469-30.8% | $4,672-48.6% | $3,470-30.8% |
| Admin fee / account holder | $111 | $5,664-98.0% | $8,547-98.7% | $4,888-97.7% |