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 3-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 | $58,839 | $91,538-35.7% | $129,995-54.7% | $75,163-21.7% |
| Participation rate | 62.5% | 71.4%-8.9pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 28.14% | -631.11%+659.2pp | -137.18%+165.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,583 | $2,845-44.4% | $4,320-63.3% | $2,670-40.7% |
| Participant deferral / active EE | $4,166 | $4,341-4.0% | $5,820-28.4% | $4,125+1.0% |
| Admin fee / account holder | $191 | $6,790-97.2% | $10,614-98.2% | $5,651-96.6% |