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 | $157,246 | $80,968+94.2% | $96,544+62.9% | $75,163+109.2% |
| Participation rate | 28.9% | 71.8%-42.9pp | 76.0%-47.1pp | 67.2%-38.3pp |
| Annual return | 19.70% | 27.06%-7.4pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,722 | $2,282+19.3% | $2,965-8.2% | $2,670+1.9% |
| Participant deferral / active EE | $3,886 | $3,928-1.1% | $4,851-19.9% | $4,125-5.8% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |