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 | $118,940 | $32,117+270.3% | $71,086+67.3% | $64,186+85.3% |
| Participation rate | 6.3% | 42.7%-36.4pp | 54.7%-48.4pp | 69.6%-63.3pp |
| Annual return | -6.29% | -5.57%-0.7pp | 650.59%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $141 | $712-80.2% | $1,088-87.0% | $2,381-94.1% |
| Participant deferral / active EE | $750 | $1,263-40.6% | $1,874-60.0% | $3,470-78.4% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |