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 | $105,452 | $77,813+35.5% | $123,544-14.6% | $64,186+64.3% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.3%-34.1pp | 69.6%-21.4pp |
| Annual return | -4.50% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,897 | $3,014-37.0% | $4,628-59.0% | $2,381-20.3% |
| Participant deferral / active EE | $3,648 | $5,240-30.4% | $6,426-43.2% | $3,470+5.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |