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 | $45,007 | $57,354-21.5% | $83,848-46.3% | $64,186-29.9% |
| Participation rate | 57.7% | 68.6%-10.9pp | 76.1%-18.5pp | 69.6%-11.9pp |
| Annual return | -8.38% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,835 | $2,545-27.9% | $3,631-49.5% | $2,381-22.9% |
| Participant deferral / active EE | $3,874 | $2,993+29.4% | $4,082-5.1% | $3,470+11.6% |
| Admin fee / account holder | $44 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |