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 | $157,678 | $124,281+26.9% | $109,143+44.5% | $167,490-5.9% |
| Participation rate | 46.7% | 79.4%-32.8pp | 75.9%-29.2pp | 82.1%-35.4pp |
| Annual return | 14.41% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,723 | $4,207-35.3% | $3,722-26.8% | $4,837-43.7% |
| Participant deferral / active EE | $4,556 | $5,255-13.3% | $4,653-2.1% | $6,341-28.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |