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 | $82,525 | $133,958-38.4% | $112,228-26.5% | $134,475-38.6% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -17.74% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,469 | $4,038-14.1% | $3,635-4.6% | $4,740-26.8% |
| Participant deferral / active EE | $4,849 | $5,291-8.3% | $4,728+2.6% | $6,400-24.2% |
| Admin fee / account holder | $216 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |