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 | $142,404 | $105,860+34.5% | $90,749+56.9% | $134,475+5.9% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -16.77% | -11.01%-5.8pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,071 | $3,462-11.3% | $2,921+5.1% | $4,740-35.2% |
| Participant deferral / active EE | $5,872 | $5,216+12.6% | $4,564+28.7% | $6,400-8.2% |
| Admin fee / account holder | $207 | $13,938-98.5% | $8,445-97.5% | $11,426-98.2% |