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 | $54,151 | $92,222-41.3% | $76,768-29.5% | $135,375-60.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.99% | 5.46%-13.5pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,092 | $3,216-3.9% | $2,485+24.4% | $4,779-35.3% |
| Participant deferral / active EE | $9,295 | $4,509+106.2% | $3,852+141.3% | $5,609+65.7% |
| Admin fee / account holder | $277 | $10,748-97.4% | $6,675-95.9% | $10,827-97.4% |