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 | $118,835 | $131,829-9.9% | $108,579+9.4% | $273,961-56.6% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.6%-14.4pp | 83.0%-17.8pp |
| Annual return | 11.44% | -91.57%+103.0pp | -51.70%+63.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,977 | $4,912-59.7% | $3,758-47.4% | $4,869-59.4% |
| Participant deferral / active EE | $4,781 | $5,127-6.8% | $4,311+10.9% | $5,287-9.6% |
| Admin fee / account holder | $207 | $10,252-98.0% | $7,645-97.3% | $10,132-98.0% |