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 | $68,536 | $59,805+14.6% | $79,550-13.8% | $68,494+0.1% |
| Participation rate | 36.4% | 61.1%-24.7pp | 69.5%-33.1pp | 67.9%-31.5pp |
| Annual return | -14.24% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $473 | $1,505-68.6% | $2,413-80.4% | $2,596-81.8% |
| Participant deferral / active EE | $1,359 | $3,024-55.1% | $3,985-65.9% | $4,027-66.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |