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 | $84,223 | $73,867+14.0% | $143,757-41.4% | $68,494+23.0% |
| Participation rate | 69.4% | 66.7%+2.7pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -14.96% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,568 | $3,184-50.7% | $4,951-68.3% | $2,596-39.6% |
| Participant deferral / active EE | $3,272 | $3,384-3.3% | $5,637-42.0% | $4,027-18.8% |
| Admin fee / account holder | $66 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |