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 | $133,137 | $87,540+52.1% | $75,781+75.7% | $125,391+6.2% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | -1.73% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,152 | $3,930-45.2% | $3,323-35.2% | $4,866-55.8% |
| Participant deferral / active EE | $3,570 | $4,229-15.6% | $3,651-2.2% | $5,352-33.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |