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 | $190,857 | $64,324+196.7% | $118,925+60.5% | $79,858+139.0% |
| Participation rate | 42.3% | 64.9%-22.5pp | 75.4%-33.1pp | 69.6%-27.3pp |
| Annual return | 12.66% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $948 | $1,836-48.4% | $3,263-71.0% | $2,471-61.6% |
| Participant deferral / active EE | $1,549 | $2,824-45.2% | $4,265-63.7% | $3,740-58.6% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |