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 | $202,115 | $121,625+66.2% | $104,607+93.2% | $158,922+27.2% |
| Participation rate | 37.5% | 77.5%-40.0pp | 74.1%-36.6pp | 82.0%-44.5pp |
| Annual return | 9.64% | 465.26%-455.6pp | 340.46%-330.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,565 | $3,163-50.5% | $2,681-41.6% | $4,761-67.1% |
| Participant deferral / active EE | $1,700 | $4,177-59.3% | $3,740-54.5% | $5,982-71.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |