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 | $89,640 | $45,863+95.5% | $77,024+16.4% | $68,494+30.9% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -19.74% | 1.72%-21.5pp | 42.32%-62.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,741 | $2,962-7.5% | $4,426-38.1% | $4,027-31.9% |
| Admin fee / account holder | $23 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |