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 | $132,415 | $54,705+142.1% | $71,209+86.0% | $84,808+56.1% |
| Participation rate | 18.5% | 64.1%-45.6pp | 73.8%-55.2pp | 68.3%-49.8pp |
| Annual return | 16.79% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,148 | $3,030-62.1% | $4,175-72.5% | $4,212-72.7% |
| Admin fee / account holder | $31 | $4,863-99.4% | $5,349-99.4% | $7,344-99.6% |