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 | $88,992 | $131,829-32.5% | $108,579-18.0% | $273,961-67.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 9.87% | -91.57%+101.4pp | -51.70%+61.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,676 | $4,912-65.9% | $3,758-55.4% | $4,869-65.6% |
| Participant deferral / active EE | $5,095 | $5,127-0.6% | $4,311+18.2% | $5,287-3.6% |
| Admin fee / account holder | $18 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |