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 8-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 | $69,950 | $167,307-58.2% | $143,757-51.3% | $134,475-48.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.78% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,292 | $5,619-59.2% | $4,951-53.7% | $4,740-51.6% |
| Participant deferral / active EE | $10,844 | $6,446+68.2% | $5,637+92.4% | $6,400+69.4% |
| Admin fee / account holder | $290 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |