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 | $119,771 | $32,117+272.9% | $71,086+68.5% | $64,186+86.6% |
| Participation rate | 30.6% | 42.7%-12.1pp | 54.7%-24.1pp | 69.6%-39.0pp |
| Annual return | -5.42% | -5.57%+0.2pp | 650.59%-656.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $588 | $712-17.4% | $1,088-45.9% | $2,381-75.3% |
| Participant deferral / active EE | $2,453 | $1,263+94.2% | $1,874+30.9% | $3,470-29.3% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |