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 | $69,413 | $133,958-48.2% | $112,228-38.2% | $134,475-48.4% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.0pp |
| Annual return | -19.53% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,198 | $4,038-70.3% | $3,635-67.0% | $4,740-74.7% |
| Participant deferral / active EE | $1,496 | $5,291-71.7% | $4,728-68.4% | $6,400-76.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |