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 | $65,677 | $77,813-15.6% | $123,544-46.8% | $64,186+2.3% |
| Participation rate | 68.4% | 74.7%-6.3pp | 82.3%-13.9pp | 69.6%-1.1pp |
| Annual return | -7.47% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,172 | $3,014-27.9% | $4,628-53.1% | $2,381-8.8% |
| Participant deferral / active EE | $5,766 | $5,240+10.0% | $6,426-10.3% | $3,470+66.2% |
| Admin fee / account holder | $228 | $5,519-95.9% | $9,284-97.5% | $4,888-95.3% |