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 | $145,194 | $52,279+177.7% | $89,391+62.4% | $79,858+81.8% |
| Participation rate | 18.2% | 57.5%-39.4pp | 68.0%-49.8pp | 69.6%-51.5pp |
| Annual return | 20.69% | 22.16%-1.5pp | 245.62%-224.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $708 | $1,572-54.9% | $2,586-72.6% | $2,471-71.3% |
| Participant deferral / active EE | $1,614 | $2,740-41.1% | $3,890-58.5% | $3,740-56.8% |
| Admin fee / account holder | $19 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |