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 | $148,156 | $133,958+10.6% | $112,228+32.0% | $134,475+10.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.88% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $12,233 | $4,038+202.9% | $3,635+236.6% | $4,740+158.1% |
| Participant deferral / active EE | $3,582 | $5,291-32.3% | $4,728-24.2% | $6,400-44.0% |
| Admin fee / account holder | $15 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |