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 | $55,182 | $140,578-60.7% | $100,671-45.2% | $125,391-56.0% |
| Participation rate | 45.5% | 80.4%-34.9pp | 70.7%-25.3pp | 83.2%-37.7pp |
| Annual return | -0.88% | 24.67%-25.6pp | 20.43%-21.3pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,186 | $5,965-80.1% | $4,012-70.5% | $4,866-75.6% |
| Participant deferral / active EE | $4,456 | $3,981+11.9% | $3,144+41.8% | $5,352-16.7% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |