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 | $192,147 | $102,616+87.2% | $81,983+134.4% | $158,922+20.9% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 18.05% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,352 | $3,240-58.3% | $2,498-45.9% | $4,761-71.6% |
| Participant deferral / active EE | $11,238 | $4,648+141.8% | $3,722+201.9% | $5,982+87.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |