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 | $195,930 | $153,772+27.4% | $133,980+46.2% | $273,961-28.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 14.24% | 36.51%-22.3pp | 29.30%-15.1pp | 41.45%-27.2pp |
| Employer contribution / active EE | $2,875 | $6,029-52.3% | $5,211-44.8% | $4,869-40.9% |
| Participant deferral / active EE | $9,753 | $6,958+40.2% | $6,282+55.3% | $5,287+84.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |