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 | $141,349 | $51,576+174.1% | $129,207+9.4% | $80,856+74.8% |
| Participation rate | 22.7% | 57.0%-34.3pp | 69.6%-46.9pp | 67.6%-45.0pp |
| Annual return | 14.92% | 20.81%-5.9pp | 9417.33%-9402.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,019 | $1,584-35.6% | $4,153-75.5% | $2,755-63.0% |
| Participant deferral / active EE | $2,481 | $2,669-7.0% | $4,168-40.5% | $4,296-42.2% |
| Admin fee / account holder | $181 | $4,305-95.8% | $7,715-97.7% | $6,918-97.4% |