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 | $55,379 | $54,229+2.1% | $70,092-21.0% | $68,494-19.1% |
| Participation rate | 64.9% | 64.5%+0.4pp | 70.5%-5.6pp | 67.9%-3.0pp |
| Annual return | -15.40% | -13.87%-1.5pp | 190.73%-206.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $901 | $2,018-55.4% | $2,559-64.8% | $2,596-65.3% |
| Participant deferral / active EE | $1,433 | $2,956-51.5% | $3,849-62.8% | $4,027-64.4% |
| Admin fee / account holder | -$52 | $4,694-101.1% | $6,267-100.8% | $5,403-101.0% |