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 | $152,300 | $97,125+56.8% | $86,233+76.6% | $137,256+11.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 20.69% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,098 | $2,841-61.4% | $2,504-56.2% | $4,156-73.6% |
| Participant deferral / active EE | $10,467 | $5,180+102.1% | $4,559+129.6% | $6,407+63.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |