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 | $219,340 | $70,669+210.4% | $169,368+29.5% | $75,163+191.8% |
| Participation rate | 36.7% | 64.8%-28.1pp | 77.1%-40.5pp | 67.2%-30.5pp |
| Annual return | 17.24% | 36.36%-19.1pp | 405.60%-388.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,651 | $4,311+7.9% | $6,221-25.2% | $4,125+12.7% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |