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 | $96,083 | $72,404+32.7% | $110,238-12.8% | $64,186+49.7% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -5.69% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,345 | $2,282+2.8% | $3,826-38.7% | $2,381-1.5% |
| Participant deferral / active EE | $3,402 | $3,469-1.9% | $4,672-27.2% | $3,470-1.9% |
| Admin fee / account holder | $8 | $5,664-99.9% | $8,547-99.9% | $4,888-99.8% |