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 | $158,637 | $85,790+84.9% | $67,313+135.7% | $135,375+17.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -1.38% | -0.54%-0.8pp | -4.08%+2.7pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,055 | $3,487-41.1% | $2,566-19.9% | $4,779-57.0% |
| Participant deferral / active EE | $6,394 | $4,651+37.5% | $3,568+79.2% | $5,609+14.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |