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 | $97,369 | $131,829-26.1% | $108,579-10.3% | $273,961-64.5% |
| Participation rate | 68.2% | 83.5%-15.3pp | 79.6%-11.4pp | 83.0%-14.8pp |
| Annual return | 6.09% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,361 | $4,912-51.9% | $3,758-37.2% | $4,869-51.5% |
| Participant deferral / active EE | $6,307 | $5,127+23.0% | $4,311+46.3% | $5,287+19.3% |
| Admin fee / account holder | $14 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |