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 5-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 | $198,608 | $30,400+553.3% | $53,898+268.5% | $84,808+134.2% |
| Participation rate | 5.0% | 46.4%-41.4pp | 55.0%-50.0pp | 68.3%-63.3pp |
| Annual return | 18.57% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $286 | $603-52.5% | $932-69.3% | $2,631-89.1% |
| Participant deferral / active EE | $1,196 | $1,199-0.2% | $1,826-34.5% | $4,212-71.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |