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 | $66,431 | $82,286-19.3% | $68,791-3.4% | $134,475-50.6% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -10.32% | -2.19%-8.1pp | -6.38%-3.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,933 | $3,301-41.4% | $2,655-27.2% | $4,740-59.2% |
| Participant deferral / active EE | $3,008 | $4,739-36.5% | $3,941-23.7% | $6,400-53.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |