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 | $96,483 | $59,805+61.3% | $79,550+21.3% | $68,494+40.9% |
| Participation rate | 29.6% | 61.1%-31.4pp | 69.5%-39.9pp | 67.9%-38.3pp |
| Annual return | -5.56% | -12.30%+6.7pp | 0.16%-5.7pp | -7.84%+2.3pp |
| Employer contribution / active EE | $918 | $1,505-39.0% | $2,413-62.0% | $2,596-64.6% |
| Participant deferral / active EE | $2,606 | $3,024-13.8% | $3,985-34.6% | $4,027-35.3% |
| Admin fee / account holder | $123 | $4,835-97.4% | $6,832-98.2% | $5,403-97.7% |