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 | $173,980 | $32,117+441.7% | $71,086+144.7% | $64,186+171.1% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -5.14% | -5.57%+0.4pp | 650.59%-655.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,174 | $712+64.9% | $1,088+8.0% | $2,381-50.7% |
| Participant deferral / active EE | $3,100 | $1,263+145.4% | $1,874+65.4% | $3,470-10.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |