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 | $88,460 | $100,754-12.2% | $86,677+2.1% | $134,475-34.2% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -16.84% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,782 | $3,489-48.9% | $2,836-37.2% | $4,740-62.4% |
| Participant deferral / active EE | $7,017 | $5,338+31.5% | $4,656+50.7% | $6,400+9.6% |
| Admin fee / account holder | $245 | $10,926-97.8% | $7,493-96.7% | $11,426-97.9% |