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 | $76,339 | $53,162+43.6% | $91,220-16.3% | $68,494+11.5% |
| Participation rate | 58.3% | 63.2%-4.9pp | 73.2%-14.9pp | 67.9%-9.6pp |
| Annual return | -17.60% | -3.14%-14.5pp | 114.01%-131.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,004 | $1,709-41.3% | $2,850-64.8% | $2,596-61.3% |
| Participant deferral / active EE | $1,707 | $2,974-42.6% | $4,234-59.7% | $4,027-57.6% |
| Admin fee / account holder | $186 | $4,493-95.9% | $5,420-96.6% | $5,403-96.6% |