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 | $217,667 | $95,193+128.7% | $76,523+184.4% | $135,375+60.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -0.06% | 4.85%-4.9pp | -0.27%+0.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $3,179 | $3,302-3.7% | $2,647+20.1% | $4,779-33.5% |
| Participant deferral / active EE | $7,909 | $4,639+70.5% | $3,835+106.2% | $5,609+41.0% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,848-99.8% | $10,827-99.9% |