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 | $103,938 | $50,958+104.0% | $74,550+39.4% | $64,186+61.9% |
| Participation rate | 35.7% | 61.1%-25.3pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -4.89% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $960 | $1,115-13.9% | $1,961-51.0% | $2,381-59.7% |
| Participant deferral / active EE | $2,109 | $2,301-8.3% | $3,108-32.1% | $3,470-39.2% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |