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 | $71,020 | $91,538-22.4% | $129,995-45.4% | $75,163-5.5% |
| Participation rate | 42.1% | 71.4%-29.3pp | 78.5%-36.4pp | 67.2%-25.1pp |
| Annual return | 21.53% | -631.11%+652.6pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,434 | $2,845-49.6% | $4,320-66.8% | $2,670-46.3% |
| Participant deferral / active EE | $3,672 | $4,341-15.4% | $5,820-36.9% | $4,125-11.0% |
| Admin fee / account holder | $8 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |