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 | $57,267 | $87,540-34.6% | $75,781-24.4% | $125,391-54.3% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -0.85% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,018 | $3,930-23.2% | $3,323-9.2% | $4,866-38.0% |
| Participant deferral / active EE | $5,086 | $4,229+20.3% | $3,651+39.3% | $5,352-5.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |