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 | $145,717 | $82,664+76.3% | $125,339+16.3% | $68,494+112.7% |
| Participation rate | 59.4% | 75.0%-15.7pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -12.70% | -5.97%-6.7pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,973 | $3,381+17.5% | $4,814-17.5% | $2,596+53.0% |
| Participant deferral / active EE | $8,203 | $6,110+34.2% | $7,446+10.2% | $4,027+103.7% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |