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 | $91,212 | $211,958-57.0% | $169,463-46.2% | $135,375-32.6% |
| Participation rate | 68.8% | 82.6%-13.9pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -7.29% | 3.26%-10.6pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,686 | $5,120-67.1% | $4,159-59.5% | $4,779-64.7% |
| Participant deferral / active EE | $3,570 | $6,075-41.2% | $5,277-32.4% | $5,609-36.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |