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 | $190,543 | $211,958-10.1% | $169,463+12.4% | $135,375+40.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -7.98% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,729 | $5,120-46.7% | $4,159-34.4% | $4,779-42.9% |
| Participant deferral / active EE | $5,824 | $6,075-4.1% | $5,277+10.4% | $5,609+3.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |