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 | $51,536 | $53,162-3.1% | $91,220-43.5% | $68,494-24.8% |
| Participation rate | 52.0% | 63.2%-11.2pp | 73.2%-21.2pp | 67.9%-15.9pp |
| Annual return | -17.25% | -3.14%-14.1pp | 114.01%-131.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $842 | $1,709-50.7% | $2,850-70.4% | $2,596-67.6% |
| Participant deferral / active EE | $4,706 | $2,974+58.2% | $4,234+11.2% | $4,027+16.9% |
| Admin fee / account holder | $125 | $4,493-97.2% | $5,420-97.7% | $5,403-97.7% |