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 | $163,139 | $105,859+54.1% | $90,160+80.9% | $147,584+10.5% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 14.73% | 37.63%-22.9pp | 34.88%-20.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,287 | $4,126-68.8% | $3,318-61.2% | $4,876-73.6% |
| Participant deferral / active EE | $1,672 | $5,733-70.8% | $5,288-68.4% | $5,439-69.3% |
| Admin fee / account holder | $1 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |