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 | $143,721 | $30,400+372.8% | $53,898+166.7% | $84,808+69.5% |
| Participation rate | 8.2% | 46.4%-38.2pp | 55.0%-46.7pp | 68.3%-60.1pp |
| Annual return | 17.41% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $260 | $603-56.9% | $932-72.1% | $2,631-90.1% |
| Participant deferral / active EE | $1,245 | $1,199+3.9% | $1,826-31.8% | $4,212-70.4% |
| Admin fee / account holder | $21 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |