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 | $172,607 | $48,570+255.4% | $130,648+32.1% | $72,985+136.5% |
| Participation rate | 19.2% | 58.6%-39.3pp | 71.7%-52.5pp | 69.5%-50.3pp |
| Annual return | 23.77% | 38.63%-14.9pp | 1708.96%-1685.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $314 | $1,334-76.5% | $4,092-92.3% | $2,440-87.1% |
| Participant deferral / active EE | $1,027 | $2,384-56.9% | $3,603-71.5% | $3,607-71.5% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |