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 | $146,310 | $180,449-18.9% | $154,107-5.1% | $135,375+8.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -1.42% | 888.09%-889.5pp | 735.12%-736.5pp | 519.73%-521.2pp |
| Employer contribution / active EE | $3,559 | $6,035-41.0% | $5,298-32.8% | $4,779-25.5% |
| Participant deferral / active EE | $9,763 | $5,806+68.2% | $5,081+92.2% | $5,609+74.1% |
| Admin fee / account holder | $215 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |