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 | $34,139 | $73,004-53.2% | $90,749-62.4% | $68,494-50.2% |
| Participation rate | 56.1% | 70.8%-14.7pp | 75.7%-19.6pp | 67.9%-11.8pp |
| Annual return | -18.26% | -13.81%-4.4pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,854 | $2,193-15.4% | $2,921-36.5% | $2,596-28.6% |
| Participant deferral / active EE | $3,779 | $3,627+4.2% | $4,564-17.2% | $4,027-6.2% |
| Admin fee / account holder | $254 | $5,896-95.7% | $8,445-97.0% | $5,403-95.3% |