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 | $101,114 | $138,065-26.8% | $123,544-18.2% | $135,375-25.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.63% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,475 | $5,151-51.9% | $4,628-46.5% | $4,779-48.2% |
| Participant deferral / active EE | $8,741 | $6,799+28.6% | $6,426+36.0% | $5,609+55.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |