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 7-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 | $116,434 | $129,942-10.4% | $104,294+11.6% | $134,475-13.4% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | 0.03% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-417.9pp |
| Employer contribution / active EE | $1,228 | $4,184-70.7% | $3,372-63.6% | $4,740-74.1% |
| Participant deferral / active EE | $9,000 | $5,588+61.1% | $4,625+94.6% | $6,400+40.6% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |