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 7-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 | $240,268 | $50,958+371.5% | $74,550+222.3% | $64,186+274.3% |
| Participation rate | 16.2% | 61.1%-44.8pp | 69.1%-52.9pp | 69.6%-53.4pp |
| Annual return | 6.98% | -1.86%+8.8pp | 32.53%-25.6pp | 7.63%-0.7pp |
| Employer contribution / active EE | $889 | $1,115-20.3% | $1,961-54.6% | $2,381-62.6% |
| Participant deferral / active EE | $1,287 | $2,301-44.1% | $3,108-58.6% | $3,470-62.9% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |