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 | $74,443 | $82,286-9.5% | $68,791+8.2% | $134,475-44.6% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -16.37% | -2.19%-14.2pp | -6.38%-10.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,413 | $3,301-57.2% | $2,655-46.8% | $4,740-70.2% |
| Participant deferral / active EE | $6,947 | $4,739+46.6% | $3,941+76.3% | $6,400+8.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |