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 | $111,413 | $76,000+46.6% | $154,107-27.7% | $64,186+73.6% |
| Participation rate | 26.8% | 70.4%-43.6pp | 83.0%-56.2pp | 69.6%-42.7pp |
| Annual return | -1.88% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,958 | $3,351-41.6% | $5,298-63.0% | $2,381-17.8% |
| Participant deferral / active EE | $3,018 | $3,175-4.9% | $5,081-40.6% | $3,470-13.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |