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 | $184,459 | $115,882+59.2% | $100,516+83.5% | $158,922+16.1% |
| Participation rate | 56.3% | 81.6%-25.3pp | 79.4%-23.2pp | 82.0%-25.7pp |
| Annual return | 11.42% | 34.79%-23.4pp | 30.89%-19.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,705 | $4,103-58.5% | $3,418-50.1% | $4,761-64.2% |
| Participant deferral / active EE | $5,147 | $6,674-22.9% | $6,270-17.9% | $5,982-14.0% |
| Admin fee / account holder | $4 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |