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 | $75,679 | $133,958-43.5% | $112,228-32.6% | $134,475-43.7% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -14.95% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,989 | $4,038-26.0% | $3,635-17.8% | $4,740-36.9% |
| Participant deferral / active EE | $6,686 | $5,291+26.4% | $4,728+41.4% | $6,400+4.5% |
| Admin fee / account holder | $68 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |