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 | $32,455 | $131,829-75.4% | $108,579-70.1% | $273,961-88.2% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 29.53% | -91.57%+121.1pp | -51.70%+81.2pp | 41.45%-11.9pp |
| Employer contribution / active EE | $2,018 | $4,912-58.9% | $3,758-46.3% | $4,869-58.6% |
| Participant deferral / active EE | $5,795 | $5,127+13.0% | $4,311+34.4% | $5,287+9.6% |
| Admin fee / account holder | $13 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |