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 | $113,844 | $131,829-13.6% | $108,579+4.8% | $273,961-58.4% |
| Participation rate | 34.8% | 83.5%-48.7pp | 79.6%-44.8pp | 83.0%-48.2pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,286 | $4,912-73.8% | $3,758-65.8% | $4,869-73.6% |
| Participant deferral / active EE | $3,231 | $5,127-37.0% | $4,311-25.0% | $5,287-38.9% |
| Admin fee / account holder | $188 | $10,252-98.2% | $7,645-97.5% | $10,132-98.1% |