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 | $128,463 | $82,664+55.4% | $125,339+2.5% | $68,494+87.6% |
| Participation rate | 35.3% | 75.0%-39.7pp | 82.4%-47.1pp | 67.9%-32.6pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,278 | $6,110-30.0% | $7,446-42.5% | $4,027+6.2% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |