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 | $191,896 | $116,175+65.2% | $93,606+105.0% | $152,861+25.5% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 21.07% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,932 | $3,218-40.0% | $2,718-28.9% | $4,762-59.4% |
| Participant deferral / active EE | $3,446 | $4,603-25.1% | $4,069-15.3% | $5,850-41.1% |
| Admin fee / account holder | $10 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |