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 | $158,504 | $71,829+120.7% | $69,780+127.1% | $142,382+11.3% |
| Participation rate | 36.8% | 81.6%-44.7pp | 79.3%-42.5pp | 80.1%-43.3pp |
| Annual return | 15.23% | 31.01%-15.8pp | 26.31%-11.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,184 | $4,385-73.0% | $4,168-71.6% | $4,299-72.5% |
| Participant deferral / active EE | $5,152 | $6,819-24.4% | $6,164-16.4% | $6,507-20.8% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |