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 | $66,428 | $158,817-58.2% | $121,196-45.2% | $135,375-50.9% |
| Participation rate | 64.7% | 79.3%-14.6pp | 71.7%-7.0pp | 82.6%-17.9pp |
| Annual return | -6.27% | -0.64%-5.6pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,649 | $5,665-70.9% | $4,022-59.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,986 | $4,005-25.4% | $3,344-10.7% | $5,609-46.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |