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 | $187,138 | $75,935+146.4% | $60,547+209.1% | $125,391+49.2% |
| Participation rate | 55.0% | 76.5%-21.5pp | 68.0%-13.0pp | 83.2%-28.2pp |
| Annual return | -0.03% | -5.38%+5.3pp | 335.64%-335.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,036 | $3,438-69.9% | $2,419-57.2% | $4,866-78.7% |
| Participant deferral / active EE | $4,746 | $4,506+5.3% | $3,328+42.6% | $5,352-11.3% |
| Admin fee / account holder | $13 | $6,768-99.8% | $4,536-99.7% | $9,540-99.9% |