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 | $100,603 | $167,307-39.9% | $143,757-30.0% | $134,475-25.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -3.67% | 0.46%-4.1pp | -0.04%-3.6pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,188 | $5,619-78.9% | $4,951-76.0% | $4,740-74.9% |
| Participant deferral / active EE | $3,209 | $6,446-50.2% | $5,637-43.1% | $6,400-49.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |