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 | $211,407 | $87,540+141.5% | $75,781+179.0% | $125,391+68.6% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.04% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $12,100 | $3,930+207.9% | $3,323+264.1% | $4,866+148.7% |
| Participant deferral / active EE | $8,148 | $4,229+92.7% | $3,651+123.2% | $5,352+52.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |