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 | $135,800 | $167,307-18.8% | $143,757-5.5% | $134,475+1.0% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -2.91% | 0.46%-3.4pp | -0.04%-2.9pp | 417.96%-420.9pp |
| Employer contribution / active EE | $3,091 | $5,619-45.0% | $4,951-37.6% | $4,740-34.8% |
| Participant deferral / active EE | $2,647 | $6,446-58.9% | $5,637-53.1% | $6,400-58.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |