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 | $172,631 | $131,829+31.0% | $108,579+59.0% | $273,961-37.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 11.65% | -91.57%+103.2pp | -51.70%+63.3pp | 41.45%-29.8pp |
| Employer contribution / active EE | $4,005 | $4,912-18.5% | $3,758+6.6% | $4,869-17.7% |
| Participant deferral / active EE | $11,872 | $5,127+131.6% | $4,311+175.4% | $5,287+124.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |