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 | $44,342 | $48,265-8.1% | $68,791-35.5% | $68,494-35.3% |
| Participation rate | 69.4% | 60.7%+8.8pp | 69.0%+0.4pp | 67.9%+1.6pp |
| Annual return | -17.14% | -12.71%-4.4pp | -6.38%-10.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $461 | $1,829-74.8% | $2,655-82.6% | $2,596-82.2% |
| Participant deferral / active EE | $2,354 | $2,867-17.9% | $3,941-40.3% | $4,027-41.6% |
| Admin fee / account holder | $34 | $4,355-99.2% | $4,932-99.3% | $5,403-99.4% |