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 | $218,247 | $34,308+536.1% | $74,701+192.2% | $72,985+199.0% |
| Participation rate | 51.3% | 42.4%+8.9pp | 54.5%-3.2pp | 69.5%-18.2pp |
| Annual return | 20.82% | 26.58%-5.8pp | 752.92%-732.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,166 | $692+68.6% | $1,084+7.6% | $2,440-52.2% |
| Participant deferral / active EE | $3,162 | $1,271+148.7% | $1,964+61.1% | $3,607-12.3% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |