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 7-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 | $135,918 | $97,881+38.9% | $80,004+69.9% | $125,391+8.4% |
| Participation rate | 58.3% | 77.9%-19.5pp | 73.0%-14.7pp | 83.2%-24.9pp |
| Annual return | -1.56% | 9.36%-10.9pp | 7.63%-9.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $4,272 | $3,128+36.6% | $2,473+72.8% | $4,866-12.2% |
| Participant deferral / active EE | $660 | $3,744-82.4% | $3,204-79.4% | $5,352-87.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |