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 | $80,315 | $73,867+8.7% | $143,757-44.1% | $68,494+17.3% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -18.85% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,014 | $3,184-68.2% | $4,951-79.5% | $2,596-61.0% |
| Participant deferral / active EE | $1,614 | $3,384-52.3% | $5,637-71.4% | $4,027-59.9% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |