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 | $232,537 | $110,261+110.9% | $95,745+142.9% | $139,434+66.8% |
| Participation rate | 23.1% | 75.8%-52.7pp | 72.3%-49.2pp | 80.3%-57.2pp |
| Annual return | 17.89% | 27.11%-9.2pp | 28.35%-10.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $712 | $3,257-78.2% | $2,835-74.9% | $4,751-85.0% |
| Participant deferral / active EE | $2,658 | $4,676-43.1% | $4,245-37.4% | $6,710-60.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |