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 | $184,357 | $110,257+67.2% | $96,544+91.0% | $139,434+32.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 21.46% | 26.32%-4.9pp | 25.84%-4.4pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,192 | $3,620-67.1% | $2,965-59.8% | $4,751-74.9% |
| Participant deferral / active EE | $8,263 | $5,548+48.9% | $4,851+70.3% | $6,710+23.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |