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 | $67,018 | $50,958+31.5% | $74,550-10.1% | $64,186+4.4% |
| Participation rate | 18.5% | 61.1%-42.5pp | 69.1%-50.6pp | 69.6%-51.0pp |
| Annual return | 7.21% | -1.86%+9.1pp | 32.53%-25.3pp | 7.63%-0.4pp |
| Employer contribution / active EE | $593 | $1,115-46.8% | $1,961-69.7% | $2,381-75.1% |
| Participant deferral / active EE | $2,694 | $2,301+17.1% | $3,108-13.3% | $3,470-22.4% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |