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 | $244,672 | $85,790+185.2% | $67,313+263.5% | $135,375+80.7% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.1%-40.5pp | 82.6%-54.1pp |
| Annual return | -7.48% | -0.54%-6.9pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $842 | $3,487-75.9% | $2,566-67.2% | $4,779-82.4% |
| Participant deferral / active EE | $7,012 | $4,651+50.8% | $3,568+96.5% | $5,609+25.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |