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 | $68,803 | $54,726+25.7% | $68,7930% | $64,186+7.2% |
| Participation rate | 41.4% | 68.0%-26.6pp | 72.2%-30.8pp | 69.6%-28.2pp |
| Annual return | -6.71% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,547 | $1,846-16.2% | $2,625-41.1% | $2,381-35.0% |
| Participant deferral / active EE | $3,011 | $2,626+14.6% | $3,311-9.1% | $3,470-13.2% |
| Admin fee / account holder | $16 | $4,027-99.6% | $5,131-99.7% | $4,888-99.7% |