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 | $126,311 | $131,829-4.2% | $108,579+16.3% | $273,961-53.9% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 4.09% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,117 | $4,912-77.3% | $3,758-70.3% | $4,869-77.1% |
| Participant deferral / active EE | $3,499 | $5,127-31.8% | $4,311-18.8% | $5,287-33.8% |
| Admin fee / account holder | $17 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |