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 | $135,531 | $138,065-1.8% | $123,544+9.7% | $135,375+0.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 0.85% | 153.68%-152.8pp | 119.20%-118.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $3,130 | $5,151-39.2% | $4,628-32.4% | $4,779-34.5% |
| Participant deferral / active EE | $4,096 | $6,799-39.8% | $6,426-36.3% | $5,609-27.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |