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 | $170,439 | $90,519+88.3% | $93,789+81.7% | $134,475+26.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 81.0%-18.5pp | 81.2%-18.7pp |
| Annual return | -16.88% | -15.72%-1.2pp | -11.33%-5.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,710 | $4,343-14.6% | $4,323-14.2% | $4,740-21.7% |
| Participant deferral / active EE | $5,435 | $5,978-9.1% | $6,094-10.8% | $6,400-15.1% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |