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 8-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 | $59,973 | $75,935-21.0% | $60,547-0.9% | $125,391-52.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -2.02% | -5.38%+3.4pp | 335.64%-337.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,147 | $3,438-66.6% | $2,419-52.6% | $4,866-76.4% |
| Participant deferral / active EE | $2,098 | $4,506-53.4% | $3,328-37.0% | $5,352-60.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |