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 | $115,260 | $106,115+8.6% | $85,969+34.1% | $125,391-8.1% |
| Participation rate | 45.5% | 84.1%-38.6pp | 76.5%-31.1pp | 83.2%-37.7pp |
| Annual return | -0.43% | 13.93%-14.4pp | 9.32%-9.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,580 | $4,537-65.2% | $3,474-54.5% | $4,866-67.5% |
| Participant deferral / active EE | $4,853 | $4,859-0.1% | $3,829+26.7% | $5,352-9.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |