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 | $110,358 | $49,177+124.4% | $79,464+38.9% | $64,186+71.9% |
| Participation rate | 30.3% | 65.0%-34.7pp | 73.3%-43.0pp | 69.6%-39.3pp |
| Annual return | -7.40% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $364 | $2,076-82.5% | $2,800-87.0% | $2,381-84.7% |
| Participant deferral / active EE | $3,705 | $2,821+31.3% | $3,7040% | $3,470+6.8% |
| Admin fee / account holder | $89 | $3,839-97.7% | $5,113-98.3% | $4,888-98.2% |