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 | $133,774 | $154,117-13.2% | $129,995+2.9% | $139,434-4.1% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.5%-32.3pp | 80.3%-34.2pp |
| Annual return | 21.45% | 32.48%-11.0pp | -137.18%+158.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,118 | $5,289-78.9% | $4,320-74.1% | $4,751-76.5% |
| Participant deferral / active EE | $3,591 | $6,710-46.5% | $5,820-38.3% | $6,710-46.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |