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 | $180,649 | $95,193+89.8% | $76,523+136.1% | $135,375+33.4% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -5.66% | 4.85%-10.5pp | -0.27%-5.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,105 | $3,302-66.5% | $2,647-58.2% | $4,779-76.9% |
| Participant deferral / active EE | $2,900 | $4,639-37.5% | $3,835-24.4% | $5,609-48.3% |
| Admin fee / account holder | $62 | $6,249-99.0% | $4,848-98.7% | $10,827-99.4% |