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 | $36,708 | $50,958-28.0% | $74,550-50.8% | $64,186-42.8% |
| Participation rate | 59.1% | 61.1%-2.0pp | 69.1%-10.1pp | 69.6%-10.5pp |
| Annual return | -4.52% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $681 | $1,115-38.9% | $1,961-65.3% | $2,381-71.4% |
| Participant deferral / active EE | $1,425 | $2,301-38.1% | $3,108-54.2% | $3,470-58.9% |
| Admin fee / account holder | $143 | $4,223-96.6% | $5,060-97.2% | $4,888-97.1% |