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 8-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 | $50,132 | $56,357-11.0% | $104,294-51.9% | $68,494-26.8% |
| Participation rate | 65.9% | 63.3%+2.6pp | 73.3%-7.4pp | 67.9%-2.0pp |
| Annual return | -18.51% | -9.19%-9.3pp | 24.61%-43.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,911 | $1,960-2.5% | $3,372-43.3% | $2,596-26.4% |
| Participant deferral / active EE | $3,057 | $3,077-0.7% | $4,625-33.9% | $4,027-24.1% |
| Admin fee / account holder | $3 | $4,903-99.9% | $7,339-100.0% | $5,403-99.9% |