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 | $97,946 | $105,860-7.5% | $90,749+7.9% | $134,475-27.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -16.39% | -11.01%-5.4pp | -12.16%-4.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,907 | $3,462-44.9% | $2,921-34.7% | $4,740-59.8% |
| Participant deferral / active EE | $7,757 | $5,216+48.7% | $4,564+70.0% | $6,400+21.2% |
| Admin fee / account holder | -$116 | $13,938-100.8% | $8,445-101.4% | $11,426-101.0% |