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 | $57,981 | $50,958+13.8% | $74,550-22.2% | $64,186-9.7% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.1%-11.6pp | 69.6%-12.0pp |
| Annual return | -5.04% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $760 | $1,115-31.8% | $1,961-61.2% | $2,381-68.1% |
| Participant deferral / active EE | $1,945 | $2,301-15.5% | $3,108-37.4% | $3,470-44.0% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |