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 | $107,719 | $95,971+12.2% | $74,550+44.5% | $135,375-20.4% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -8.84% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,582 | $2,716-41.8% | $1,961-19.3% | $4,779-66.9% |
| Participant deferral / active EE | $3,288 | $3,843-14.5% | $3,108+5.8% | $5,609-41.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |