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 | $213,643 | $110,261+93.8% | $95,745+123.1% | $139,434+53.2% |
| Participation rate | 5.9% | 75.8%-69.9pp | 72.3%-66.4pp | 80.3%-74.4pp |
| Annual return | 22.88% | 27.11%-4.2pp | 28.35%-5.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $412 | $3,257-87.4% | $2,835-85.5% | $4,751-91.3% |
| Participant deferral / active EE | $1,324 | $4,676-71.7% | $4,245-68.8% | $6,710-80.3% |
| Admin fee / account holder | $120 | $6,613-98.2% | $5,678-97.9% | $11,403-98.9% |