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 | $63,698 | $64,707-1.6% | $112,228-43.2% | $68,494-7.0% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | 1.86% | -11.40%+13.3pp | 27.45%-25.6pp | -7.84%+9.7pp |
| Employer contribution / active EE | $987 | $2,746-64.1% | $3,635-72.9% | $2,596-62.0% |
| Participant deferral / active EE | $2,321 | $3,565-34.9% | $4,728-50.9% | $4,027-42.4% |
| Admin fee / account holder | $35 | $5,232-99.3% | $6,410-99.4% | $5,403-99.3% |