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 | $85,780 | $147,167-41.7% | $111,392-23.0% | $135,375-36.6% |
| Participation rate | 65.0% | 84.0%-19.0pp | 78.9%-13.9pp | 82.6%-17.6pp |
| Annual return | -4.56% | -4.44%-0.1pp | -2.06%-2.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,515 | $5,204-70.9% | $4,328-65.0% | $4,779-68.3% |
| Participant deferral / active EE | $2,480 | $6,565-62.2% | $5,567-55.4% | $5,609-55.8% |
| Admin fee / account holder | $14 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |