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 | $69,458 | $107,791-35.6% | $90,645-23.4% | $135,375-48.7% |
| Participation rate | 53.3% | 78.0%-24.7pp | 74.0%-20.7pp | 82.6%-29.3pp |
| Annual return | -9.13% | -0.90%-8.2pp | 1.88%-11.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,450 | $3,018-51.9% | $2,532-42.7% | $4,779-69.6% |
| Participant deferral / active EE | $1,935 | $3,872-50.0% | $3,425-43.5% | $5,609-65.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |