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 | $100,682 | $133,958-24.8% | $112,228-10.3% | $134,475-25.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -14.50% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,182 | $4,038-70.7% | $3,635-67.5% | $4,740-75.1% |
| Participant deferral / active EE | $2,862 | $5,291-45.9% | $4,728-39.5% | $6,400-55.3% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |