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 | $65,894 | $92,222-28.5% | $76,768-14.2% | $135,375-51.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.19% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $868 | $3,216-73.0% | $2,485-65.1% | $4,779-81.8% |
| Participant deferral / active EE | $4,877 | $4,509+8.2% | $3,852+26.6% | $5,609-13.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |