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 | $200,261 | $90,503+121.3% | $78,689+154.5% | $273,961-26.9% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 10.84% | 75.60%-64.8pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,849 | $3,176-41.8% | $2,851-35.1% | $4,869-62.0% |
| Participant deferral / active EE | $8,072 | $3,901+106.9% | $3,517+129.5% | $5,287+52.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |