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 | $126,860 | $72,277+75.5% | $101,248+25.3% | $79,858+58.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 75.8%-55.8pp | 69.6%-49.6pp |
| Annual return | 15.25% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $622 | $2,692-76.9% | $3,660-83.0% | $2,471-74.8% |
| Participant deferral / active EE | $1,557 | $3,282-52.6% | $4,370-64.4% | $3,740-58.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |