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 | $184,149 | $107,452+71.4% | $91,541+101.2% | $142,382+29.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.82% | 22.06%-9.2pp | 20.50%-7.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $440 | $2,994-85.3% | $2,505-82.4% | $4,299-89.8% |
| Participant deferral / active EE | $6,408 | $4,754+34.8% | $4,008+59.9% | $6,507-1.5% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |