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 | $221,910 | $103,949+113.5% | $69,182+220.8% | $273,961-19.0% |
| Participation rate | 31.3% | 67.4%-36.1pp | 55.1%-23.9pp | 83.0%-51.8pp |
| Annual return | 3.49% | 35.28%-31.8pp | -21.93%+25.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,598 | $1,783+213.9% | $1,206+364.1% | $4,869+15.0% |
| Participant deferral / active EE | $3,079 | $2,716+13.3% | $1,897+62.3% | $5,287-41.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |