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 | $196,585 | $57,354+242.8% | $83,848+134.5% | $64,186+206.3% |
| Participation rate | 9.7% | 68.6%-58.9pp | 76.1%-66.5pp | 69.6%-59.9pp |
| Annual return | -0.71% | 11.38%-12.1pp | 850.88%-851.6pp | 7.63%-8.3pp |
| Employer contribution / active EE | $782 | $2,545-69.3% | $3,631-78.5% | $2,381-67.1% |
| Participant deferral / active EE | $3,330 | $2,993+11.3% | $4,082-18.4% | $3,470-4.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |