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 | $131,712 | $67,823+94.2% | $52,425+151.2% | $137,256-4.0% |
| Participation rate | 23.1% | 63.9%-40.8pp | 55.6%-32.5pp | 80.0%-56.9pp |
| Annual return | 15.05% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $172 | $1,163-85.2% | $914-81.2% | $4,156-95.9% |
| Participant deferral / active EE | $2,451 | $2,288+7.1% | $1,790+36.9% | $6,407-61.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |