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 | $156,721 | $140,588+11.5% | $123,104+27.3% | $125,391+25.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.38% | 16.80%-20.2pp | 13.22%-16.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,889 | $6,041-52.2% | $5,151-43.9% | $4,866-40.6% |
| Participant deferral / active EE | $6,300 | $6,980-9.7% | $6,230+1.1% | $5,352+17.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |