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 | $94,222 | $82,664+14.0% | $125,339-24.8% | $68,494+37.6% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.7pp | 67.9%-9.3pp |
| Annual return | -14.17% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,158 | $6,110-32.0% | $7,446-44.2% | $4,027+3.2% |
| Admin fee / account holder | $15 | $6,275-99.8% | $10,010-99.8% | $5,403-99.7% |