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 | $53,565 | $117,690-54.5% | $71,735-25.3% | $134,475-60.2% |
| Participation rate | 66.7% | 68.8%-2.2pp | 62.3%+4.4pp | 81.2%-14.6pp |
| Annual return | -20.95% | 25.44%-46.4pp | 9.14%-30.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,854 | $2,525-26.6% | $1,704+8.8% | $4,740-60.9% |
| Participant deferral / active EE | $6,861 | $3,759+82.5% | $2,658+158.1% | $6,400+7.2% |
| Admin fee / account holder | $250 | $6,379-96.1% | $3,974-93.7% | $11,426-97.8% |