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 | $56,628 | $87,540-35.3% | $75,781-25.3% | $125,391-54.8% |
| Participation rate | 69.6% | 80.2%-10.6pp | 75.8%-6.3pp | 83.2%-13.6pp |
| Annual return | -2.15% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,420 | $3,930-63.9% | $3,323-57.3% | $4,866-70.8% |
| Participant deferral / active EE | $3,151 | $4,229-25.5% | $3,651-13.7% | $5,352-41.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |