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 | $38,044 | $62,586-39.2% | $76,768-50.4% | $64,186-40.7% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | -4.88% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,734 | $3,145-13.1% | $3,852-29.0% | $3,470-21.2% |
| Admin fee / account holder | $14 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |