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 | $61,445 | $59,107+4.0% | $86,436-28.9% | $68,494-10.3% |
| Participation rate | 51.6% | 75.2%-23.6pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -9.08% | -0.23%-8.8pp | 4394.89%-4404.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,247 | $2,519-50.5% | $3,769-66.9% | $2,596-52.0% |
| Participant deferral / active EE | $4,415 | $5,901-25.2% | $6,952-36.5% | $4,027+9.6% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |