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 | $79,111 | $99,032-20.1% | $80,019-1.1% | $135,375-41.6% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -8.30% | 15.39%-23.7pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,107 | $3,043-30.8% | $2,468-14.6% | $4,779-55.9% |
| Participant deferral / active EE | $4,710 | $4,282+10.0% | $3,686+27.8% | $5,609-16.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |