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 | $212,913 | $104,974+102.8% | $95,585+122.7% | $142,382+49.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 19.29% | 210.33%-191.0pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $672 | $2,779-75.8% | $2,527-73.4% | $4,299-84.4% |
| Participant deferral / active EE | $2,680 | $4,352-38.4% | $4,023-33.4% | $6,507-58.8% |
| Admin fee / account holder | $211 | $6,386-96.7% | $6,127-96.6% | $12,624-98.3% |