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 | $36,723 | $42,894-14.4% | $60,874-39.7% | $68,494-46.4% |
| Participation rate | 47.7% | 66.8%-19.1pp | 73.1%-25.4pp | 67.9%-20.2pp |
| Annual return | -9.80% | -13.98%+4.2pp | 16.90%-26.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $714 | $1,978-63.9% | $2,701-73.6% | $2,596-72.5% |
| Participant deferral / active EE | $2,393 | $2,867-16.5% | $3,817-37.3% | $4,027-40.6% |
| Admin fee / account holder | $74 | $3,101-97.6% | $3,224-97.7% | $5,403-98.6% |