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 | $79,192 | $75,935+4.3% | $60,547+30.8% | $125,391-36.8% |
| Participation rate | 64.3% | 76.5%-12.3pp | 68.0%-3.7pp | 83.2%-18.9pp |
| Annual return | -0.04% | -5.38%+5.3pp | 335.64%-335.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,522 | $3,438-55.7% | $2,419-37.1% | $4,866-68.7% |
| Participant deferral / active EE | $2,917 | $4,506-35.3% | $3,328-12.3% | $5,352-45.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |