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 | $79,417 | $92,222-13.9% | $76,768+3.4% | $135,375-41.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -6.33% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,256 | $3,216-61.0% | $2,485-49.5% | $4,779-73.7% |
| Participant deferral / active EE | $3,124 | $4,509-30.7% | $3,852-18.9% | $5,609-44.3% |
| Admin fee / account holder | $16 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |