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 | $123,567 | $85,766+44.1% | $136,294-9.3% | $70,131+76.2% |
| Participation rate | 31.0% | 74.2%-43.1pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 25.31% | 31.45%-6.1pp | 5155.94%-5130.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $819 | $2,966-72.4% | $4,695-82.6% | $2,342-65.0% |
| Participant deferral / active EE | $3,126 | $5,051-38.1% | $6,247-50.0% | $3,332-6.2% |
| Admin fee / account holder | $14 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |