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 | $158,497 | $95,862+65.3% | $79,550+99.2% | $134,475+17.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | 1.26% | -2.69%+3.9pp | 0.16%+1.1pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,206 | $3,128-61.4% | $2,413-50.0% | $4,740-74.6% |
| Participant deferral / active EE | $6,500 | $4,693+38.5% | $3,985+63.1% | $6,400+1.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |