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 | $237,073 | $107,791+119.9% | $90,645+161.5% | $135,375+75.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -6.63% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $16,588 | $3,018+449.7% | $2,532+555.2% | $4,779+247.1% |
| Participant deferral / active EE | $11,360 | $3,872+193.4% | $3,425+231.7% | $5,609+102.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |