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 | $163,419 | $167,307-2.3% | $143,757+13.7% | $134,475+21.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -7.82% | 0.46%-8.3pp | -0.04%-7.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,491 | $5,619-73.5% | $4,951-69.9% | $4,740-68.6% |
| Participant deferral / active EE | $2,132 | $6,446-66.9% | $5,637-62.2% | $6,400-66.7% |
| Admin fee / account holder | $277 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |