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 | $105,504 | $133,958-21.2% | $112,228-6.0% | $134,475-21.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.72% | 47.11%-65.8pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,566 | $4,038-36.5% | $3,635-29.4% | $4,740-45.9% |
| Participant deferral / active EE | $7,337 | $5,291+38.7% | $4,728+55.2% | $6,400+14.6% |
| Admin fee / account holder | $9 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |