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 | $145,308 | $92,222+57.6% | $76,768+89.3% | $135,375+7.3% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -7.69% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $583 | $3,216-81.9% | $2,485-76.5% | $4,779-87.8% |
| Participant deferral / active EE | $2,331 | $4,509-48.3% | $3,852-39.5% | $5,609-58.4% |
| Admin fee / account holder | $103 | $10,748-99.0% | $6,675-98.5% | $10,827-99.0% |