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 | $91,427 | $127,386-28.2% | $115,037-20.5% | $125,391-27.1% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,853 | $5,166-64.1% | $4,608-59.8% | $4,866-61.9% |
| Participant deferral / active EE | $5,395 | $6,423-16.0% | $6,026-10.5% | $5,352+0.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |