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 | $86,520 | $147,167-41.2% | $111,392-22.3% | $135,375-36.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 78.9%-24.3pp | 82.6%-28.1pp |
| Annual return | -8.04% | -4.44%-3.6pp | -2.06%-6.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,719 | $5,204-67.0% | $4,328-60.3% | $4,779-64.0% |
| Participant deferral / active EE | $6,054 | $6,565-7.8% | $5,567+8.8% | $5,609+7.9% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |