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 | $104,907 | $59,107+77.5% | $86,436+21.4% | $68,494+53.2% |
| Participation rate | 55.6% | 75.2%-19.7pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -15.79% | -0.23%-15.6pp | 4394.89%-4410.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $437 | $2,519-82.6% | $3,769-88.4% | $2,596-83.2% |
| Participant deferral / active EE | $3,814 | $5,901-35.4% | $6,952-45.1% | $4,027-5.3% |
| Admin fee / account holder | $102 | $5,637-98.2% | $6,731-98.5% | $5,403-98.1% |