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 | $79,235 | $95,971-17.4% | $74,550+6.3% | $135,375-41.5% |
| Participation rate | 13.6% | 75.7%-62.0pp | 69.1%-55.5pp | 82.6%-69.0pp |
| Annual return | -4.69% | 56.96%-61.7pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $548 | $2,716-79.8% | $1,961-72.0% | $4,779-88.5% |
| Participant deferral / active EE | $1,746 | $3,843-54.6% | $3,108-43.8% | $5,609-68.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |