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 | $61,856 | $59,107+4.6% | $86,436-28.4% | $68,494-9.7% |
| Participation rate | 45.2% | 75.2%-30.1pp | 80.3%-35.2pp | 67.9%-22.7pp |
| Annual return | -18.60% | -0.23%-18.4pp | 4394.89%-4413.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,932 | $2,519+95.8% | $3,769+30.9% | $2,596+89.9% |
| Participant deferral / active EE | $9,731 | $5,901+64.9% | $6,952+40.0% | $4,027+141.6% |
| Admin fee / account holder | $1 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |