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 | $213,620 | $105,630+102.2% | $87,507+144.1% | $273,961-22.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 3.96% | 12.25%-8.3pp | 12.21%-8.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $720 | $3,141-77.1% | $2,550-71.8% | $4,869-85.2% |
| Participant deferral / active EE | $9,000 | $3,601+149.9% | $3,149+185.8% | $5,287+70.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |