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 | $194,722 | $91,190+113.5% | $178,490+9.1% | $79,858+143.8% |
| Participation rate | 16.7% | 69.2%-52.5pp | 81.9%-65.3pp | 69.6%-53.0pp |
| Annual return | 11.89% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $453 | $3,256-86.1% | $5,011-91.0% | $2,471-81.7% |
| Participant deferral / active EE | $1,689 | $3,236-47.8% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | -$199 | $6,751-103.0% | $13,984-101.4% | $5,306-103.8% |