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 | $53,044 | $50,958+4.1% | $74,550-28.8% | $64,186-17.4% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -7.28% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,105 | $1,115-1.0% | $1,961-43.7% | $2,381-53.6% |
| Participant deferral / active EE | $2,866 | $2,301+24.5% | $3,108-7.8% | $3,470-17.4% |
| Admin fee / account holder | $294 | $4,223-93.0% | $5,060-94.2% | $4,888-94.0% |