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 | $49,575 | $49,280+0.6% | $67,313-26.4% | $64,186-22.8% |
| Participation rate | 35.5% | 60.8%-25.3pp | 69.1%-33.6pp | 69.6%-34.1pp |
| Annual return | -5.43% | -1.39%-4.0pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,667 | $2,484+7.3% | $3,568-25.3% | $3,470-23.1% |
| Admin fee / account holder | $224 | $3,863-94.2% | $4,507-95.0% | $4,888-95.4% |