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 | $136,531 | $29,051+370.0% | $52,425+160.4% | $67,986+100.8% |
| Participation rate | 3.0% | 30.4%-27.5pp | 55.6%-52.7pp | 57.2%-54.2pp |
| Annual return | 16.12% | 24.00%-7.9pp | 302.12%-286.0pp | 31.67%-15.5pp |
| Employer contribution / active EE | $134 | $412-67.4% | $914-85.3% | $2,019-93.4% |
| Participant deferral / active EE | $520 | $873-40.5% | $1,790-71.0% | $3,358-84.5% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |