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 9-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 | $175,058 | $105,860+65.4% | $90,749+92.9% | $134,475+30.2% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -18.86% | -11.01%-7.9pp | -12.16%-6.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,930 | $3,462-44.3% | $2,921-33.9% | $4,740-59.3% |
| Participant deferral / active EE | $2,986 | $5,216-42.7% | $4,564-34.6% | $6,400-53.3% |
| Admin fee / account holder | $70 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |