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 | $90,357 | $50,958+77.3% | $74,550+21.2% | $64,186+40.8% |
| Participation rate | 47.2% | 61.1%-13.8pp | 69.1%-21.9pp | 69.6%-22.3pp |
| Annual return | -1.10% | -1.86%+0.8pp | 32.53%-33.6pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,010 | $1,115-9.5% | $1,961-48.5% | $2,381-57.6% |
| Participant deferral / active EE | $2,870 | $2,301+24.7% | $3,108-7.7% | $3,470-17.3% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |