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 | $64,014 | $82,286-22.2% | $68,791-6.9% | $134,475-52.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.63% | -2.19%-15.4pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,740 | $3,301-17.0% | $2,655+3.2% | $4,740-42.2% |
| Participant deferral / active EE | $11,945 | $4,739+152.1% | $3,941+203.1% | $6,400+86.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |