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 | $100,719 | $95,862+5.1% | $79,550+26.6% | $134,475-25.1% |
| Participation rate | 55.0% | 75.0%-20.0pp | 69.5%-14.5pp | 81.2%-26.2pp |
| Annual return | -16.18% | -2.69%-13.5pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,124 | $3,128-64.1% | $2,413-53.4% | $4,740-76.3% |
| Participant deferral / active EE | $3,872 | $4,693-17.5% | $3,985-2.9% | $6,400-39.5% |
| Admin fee / account holder | $32 | $9,126-99.7% | $6,832-99.5% | $11,426-99.7% |