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 | $98,967 | $131,829-24.9% | $108,579-8.9% | $273,961-63.9% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 8.81% | -91.57%+100.4pp | -51.70%+60.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,480 | $4,912-69.9% | $3,758-60.6% | $4,869-69.6% |
| Participant deferral / active EE | $3,566 | $5,127-30.5% | $4,311-17.3% | $5,287-32.6% |
| Admin fee / account holder | $266 | $10,252-97.4% | $7,645-96.5% | $10,132-97.4% |