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 8-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 | $113,706 | $69,518+63.6% | $59,878+89.9% | $135,375-16.0% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.7%-13.2pp | 82.6%-21.1pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $857 | $3,235-73.5% | $2,722-68.5% | $4,779-82.1% |
| Participant deferral / active EE | $3,162 | $4,206-24.8% | $3,402-7.1% | $5,609-43.6% |
| Admin fee / account holder | $93 | $5,734-98.4% | $3,590-97.4% | $10,827-99.1% |