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 | $60,598 | $92,222-34.3% | $76,768-21.1% | $135,375-55.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -7.67% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,324 | $3,216-58.8% | $2,485-46.7% | $4,779-72.3% |
| Participant deferral / active EE | $5,329 | $4,509+18.2% | $3,852+38.3% | $5,609-5.0% |
| Admin fee / account holder | $38 | $10,748-99.6% | $6,675-99.4% | $10,827-99.7% |