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 | $115,111 | $76,000+51.5% | $154,107-25.3% | $64,186+79.3% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.4pp | 69.6%-12.9pp |
| Annual return | -5.19% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,355 | $3,351-59.6% | $5,298-74.4% | $2,381-43.1% |
| Participant deferral / active EE | $3,292 | $3,175+3.7% | $5,081-35.2% | $3,470-5.1% |
| Admin fee / account holder | $193 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |