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 6-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 | $95,690 | $64,839+47.6% | $95,585+0.1% | $84,808+12.8% |
| Participation rate | 37.0% | 63.8%-26.8pp | 72.1%-35.0pp | 68.3%-31.3pp |
| Annual return | 22.74% | -670.96%+693.7pp | 38.56%-15.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,090 | $1,759-38.1% | $2,527-56.9% | $2,631-58.6% |
| Participant deferral / active EE | $4,127 | $2,965+39.2% | $4,023+2.6% | $4,212-2.0% |
| Admin fee / account holder | $44 | $5,964-99.3% | $6,127-99.3% | $7,344-99.4% |