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 | $191,490 | $99,079+93.3% | $77,999+145.5% | $273,961-30.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.5%-35.5pp | 83.0%-43.0pp |
| Annual return | 7.42% | 217.93%-210.5pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,189 | $3,308-64.1% | $2,470-51.9% | $4,869-75.6% |
| Participant deferral / active EE | $7,120 | $4,306+65.3% | $3,497+103.6% | $5,287+34.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |