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 | $70,380 | $73,004-3.6% | $90,749-22.4% | $68,494+2.8% |
| Participation rate | 56.8% | 70.8%-14.0pp | 75.7%-18.9pp | 67.9%-11.1pp |
| Annual return | -15.62% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,167 | $3,627+207.9% | $4,564+144.7% | $4,027+177.3% |
| Admin fee / account holder | $123 | $5,896-97.9% | $8,445-98.5% | $5,403-97.7% |