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 | $125,472 | $167,307-25.0% | $143,757-12.7% | $134,475-6.7% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -15.53% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,820 | $5,619-67.6% | $4,951-63.2% | $4,740-61.6% |
| Participant deferral / active EE | $6,000 | $6,446-6.9% | $5,637+6.4% | $6,400-6.2% |
| Admin fee / account holder | $147 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |