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 | $211,698 | $115,882+82.7% | $100,516+110.6% | $158,922+33.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 13.11% | 34.79%-21.7pp | 30.89%-17.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,640 | $4,103-60.0% | $3,418-52.0% | $4,761-65.5% |
| Participant deferral / active EE | $4,231 | $6,674-36.6% | $6,270-32.5% | $5,982-29.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |