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 | $77,275 | $95,193-18.8% | $76,523+1.0% | $135,375-42.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -6.23% | 4.85%-11.1pp | -0.27%-6.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,957 | $3,302-10.5% | $2,647+11.7% | $4,779-38.1% |
| Participant deferral / active EE | $12,000 | $4,639+158.7% | $3,835+212.9% | $5,609+114.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |