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 | $135,290 | $81,900+65.2% | $119,609+13.1% | $68,494+97.5% |
| Participation rate | 15.2% | 71.9%-56.7pp | 79.3%-64.1pp | 67.9%-52.7pp |
| Annual return | -6.03% | -23.82%+17.8pp | -14.97%+8.9pp | -7.84%+1.8pp |
| Employer contribution / active EE | $823 | $2,693-69.4% | $4,232-80.5% | $2,596-68.3% |
| Participant deferral / active EE | $2,522 | $4,148-39.2% | $5,602-55.0% | $4,027-37.4% |
| Admin fee / account holder | $12 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |