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 | $121,368 | $167,307-27.5% | $143,757-15.6% | $134,475-9.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -9.26% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,672 | $5,619-70.2% | $4,951-66.2% | $4,740-64.7% |
| Participant deferral / active EE | $7,742 | $6,446+20.1% | $5,637+37.3% | $6,400+21.0% |
| Admin fee / account holder | $8 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |