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 | $68,687 | $149,679-54.1% | $117,039-41.3% | $147,584-53.5% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 23.65% | 19.31%+4.3pp | 18.95%+4.7pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,518 | $4,937-49.0% | $3,785-33.5% | $4,876-48.4% |
| Participant deferral / active EE | $1,850 | $4,912-62.3% | $3,929-52.9% | $5,439-66.0% |
| Admin fee / account holder | $10 | $7,856-99.9% | $5,974-99.8% | $10,885-99.9% |