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 | $18,879 | $46,674-59.6% | $117,472-83.9% | $68,494-72.4% |
| Participation rate | 28.3% | 56.8%-28.5pp | 70.6%-42.3pp | 67.9%-39.6pp |
| Annual return | -16.21% | -14.52%-1.7pp | 29.74%-46.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,770 | $2,636-32.9% | $4,070-56.5% | $4,027-56.1% |
| Admin fee / account holder | $219 | $4,020-94.6% | $5,645-96.1% | $5,403-95.9% |