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 | $131,040 | $131,829-0.6% | $108,579+20.7% | $273,961-52.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 9.03% | -91.57%+100.6pp | -51.70%+60.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $981 | $4,912-80.0% | $3,758-73.9% | $4,869-79.9% |
| Participant deferral / active EE | $4,289 | $5,127-16.3% | $4,311-0.5% | $5,287-18.9% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |