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 6-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 | $154,130 | $63,346+143.3% | $92,233+67.1% | $70,131+119.8% |
| Participation rate | 15.4% | 68.7%-53.3pp | 76.5%-61.1pp | 69.5%-54.2pp |
| Annual return | 13.66% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $768 | $2,471-68.9% | $3,679-79.1% | $2,342-67.2% |
| Participant deferral / active EE | $1,444 | $2,854-49.4% | $3,897-62.9% | $3,332-56.7% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |