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 | $67,923 | $85,790-20.8% | $67,313+0.9% | $135,375-49.8% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.1%-7.5pp | 82.6%-21.1pp |
| Annual return | -5.76% | -0.54%-5.2pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,486 | $3,487-28.7% | $2,566-3.1% | $4,779-48.0% |
| Participant deferral / active EE | $7,422 | $4,651+59.6% | $3,568+108.0% | $5,609+32.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |