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 | $156,493 | $133,958+16.8% | $112,228+39.4% | $134,475+16.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -13.42% | 47.11%-60.5pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $953 | $4,038-76.4% | $3,635-73.8% | $4,740-79.9% |
| Participant deferral / active EE | $3,161 | $5,291-40.3% | $4,728-33.1% | $6,400-50.6% |
| Admin fee / account holder | $79 | $7,489-98.9% | $6,410-98.8% | $11,426-99.3% |