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 | $37,774 | $91,538-58.7% | $129,995-70.9% | $75,163-49.7% |
| Participation rate | 69.0% | 71.4%-2.5pp | 78.5%-9.5pp | 67.2%+1.8pp |
| Annual return | 18.92% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,380 | $2,845-16.4% | $4,320-44.9% | $2,670-10.9% |
| Participant deferral / active EE | $4,693 | $4,341+8.1% | $5,820-19.4% | $4,125+13.8% |
| Admin fee / account holder | $72 | $6,790-98.9% | $10,614-99.3% | $5,651-98.7% |