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 | $190,468 | $79,944+138.3% | $98,439+93.5% | $75,163+153.4% |
| Participation rate | 24.5% | 70.4%-45.8pp | 75.2%-50.6pp | 67.2%-42.7pp |
| Annual return | 13.04% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $604 | $2,264-73.3% | $3,048-80.2% | $2,670-77.4% |
| Participant deferral / active EE | $1,968 | $3,752-47.5% | $4,738-58.5% | $4,125-52.3% |
| Admin fee / account holder | $1 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |