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 | $158,869 | $167,484-5.1% | $151,611+4.8% | $134,475+18.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -14.45% | 7.80%-22.2pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $7,569 | $6,829+10.8% | $6,166+22.8% | $4,740+59.7% |
| Participant deferral / active EE | $7,116 | $8,986-20.8% | $8,363-14.9% | $6,400+11.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |