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 | $37,279 | $107,791-65.4% | $90,645-58.9% | $135,375-72.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -8.98% | -0.90%-8.1pp | 1.88%-10.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $22,879 | $3,018+658.1% | $2,532+803.7% | $4,779+378.8% |
| Participant deferral / active EE | $9,391 | $3,872+142.5% | $3,425+174.2% | $5,609+67.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |