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 | $58,341 | $32,117+81.7% | $71,086-17.9% | $64,186-9.1% |
| Participation rate | 36.0% | 42.7%-6.7pp | 54.7%-18.7pp | 69.6%-33.6pp |
| Annual return | -7.41% | -5.57%-1.8pp | 650.59%-658.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $719 | $712+0.9% | $1,088-33.9% | $2,381-69.8% |
| Participant deferral / active EE | $1,935 | $1,263+53.2% | $1,874+3.2% | $3,470-44.2% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |