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 | $88,650 | $49,177+80.3% | $79,464+11.6% | $64,186+38.1% |
| Participation rate | 34.6% | 65.0%-30.4pp | 73.3%-38.7pp | 69.6%-35.0pp |
| Annual return | -7.55% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $386 | $2,076-81.4% | $2,800-86.2% | $2,381-83.8% |
| Participant deferral / active EE | $3,730 | $2,821+32.2% | $3,704+0.7% | $3,470+7.5% |
| Admin fee / account holder | $5 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |