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 | $71,551 | $57,354+24.8% | $83,848-14.7% | $64,186+11.5% |
| Participation rate | 27.5% | 68.6%-41.1pp | 76.1%-48.6pp | 69.6%-42.1pp |
| Annual return | -5.61% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,067 | $2,545-58.1% | $3,631-70.6% | $2,381-55.2% |
| Participant deferral / active EE | $1,593 | $2,993-46.8% | $4,082-61.0% | $3,470-54.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |