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 | $71,164 | $54,229+31.2% | $70,092+1.5% | $68,494+3.9% |
| Participation rate | 28.6% | 64.5%-35.9pp | 70.5%-41.9pp | 67.9%-39.3pp |
| Annual return | -17.68% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $426 | $2,018-78.9% | $2,559-83.4% | $2,596-83.6% |
| Participant deferral / active EE | $2,068 | $2,956-30.0% | $3,849-46.3% | $4,027-48.6% |
| Admin fee / account holder | $149 | $4,694-96.8% | $6,267-97.6% | $5,403-97.2% |