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 | $62,546 | $64,707-3.3% | $112,228-44.3% | $68,494-8.7% |
| Participation rate | 31.0% | 67.2%-36.1pp | 75.1%-44.0pp | 67.9%-36.9pp |
| Annual return | -11.14% | -11.40%+0.3pp | 27.45%-38.6pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,420 | $3,565-32.1% | $4,728-48.8% | $4,027-39.9% |
| Admin fee / account holder | $91 | $5,232-98.3% | $6,410-98.6% | $5,403-98.3% |