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 | $122,393 | $98,240+24.6% | $82,313+48.7% | $147,584-17.1% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 21.86% | 30.85%-9.0pp | 25.88%-4.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,855 | $3,192-10.6% | $2,428+17.6% | $4,876-41.5% |
| Participant deferral / active EE | $5,864 | $4,383+33.8% | $3,706+58.2% | $5,439+7.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |