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 | $53,634 | $56,199-4.6% | $67,652-20.7% | $59,632-10.1% |
| Participation rate | 55.8% | 71.5%-15.7pp | 75.7%-19.9pp | 68.7%-12.9pp |
| Annual return | -2.19% | 18505.31%-18507.5pp | 6625.04%-6627.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,315 | $1,614-18.6% | $2,266-42.0% | $2,203-40.3% |
| Participant deferral / active EE | $3,735 | $2,844+31.3% | $3,560+4.9% | $3,192+17.0% |
| Admin fee / account holder | $272 | $3,958-93.1% | $4,821-94.4% | $4,297-93.7% |