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 | $100,901 | $106,115-4.9% | $85,969+17.4% | $125,391-19.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 76.5%-16.5pp | 83.2%-23.2pp |
| Annual return | -1.62% | 13.93%-15.5pp | 9.32%-10.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $4,514 | $4,537-0.5% | $3,474+29.9% | $4,866-7.2% |
| Participant deferral / active EE | $7,424 | $4,859+52.8% | $3,829+93.9% | $5,352+38.7% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |