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 | $70,084 | $56,357+24.4% | $104,294-32.8% | $68,494+2.3% |
| Participation rate | 69.6% | 63.3%+6.4pp | 73.3%-3.6pp | 67.9%+1.8pp |
| Annual return | -11.26% | -9.19%-2.1pp | 24.61%-35.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,793 | $1,960-8.5% | $3,372-46.8% | $2,596-31.0% |
| Participant deferral / active EE | $2,104 | $3,077-31.6% | $4,625-54.5% | $4,027-47.8% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |