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 | $99,442 | $64,707+53.7% | $112,228-11.4% | $68,494+45.2% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.1%-55.1pp | 67.9%-47.9pp |
| Annual return | -11.74% | -11.40%-0.3pp | 27.45%-39.2pp | -7.84%-3.9pp |
| Employer contribution / active EE | $756 | $2,746-72.5% | $3,635-79.2% | $2,596-70.9% |
| Participant deferral / active EE | $1,828 | $3,565-48.7% | $4,728-61.3% | $4,027-54.6% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |