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 | $54,785 | $57,354-4.5% | $83,848-34.7% | $64,186-14.6% |
| Participation rate | 51.4% | 68.6%-17.2pp | 76.1%-24.7pp | 69.6%-18.1pp |
| Annual return | -8.50% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,309 | $2,545-48.6% | $3,631-63.9% | $2,381-45.0% |
| Participant deferral / active EE | $3,780 | $2,993+26.3% | $4,082-7.4% | $3,470+8.9% |
| Admin fee / account holder | $129 | $4,046-96.8% | $5,478-97.7% | $4,888-97.4% |