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 | $243,263 | $80,968+200.4% | $96,544+152.0% | $75,163+223.6% |
| Participation rate | 15.6% | 71.8%-56.1pp | 76.0%-60.3pp | 67.2%-51.6pp |
| Annual return | 14.75% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $726 | $2,282-68.2% | $2,965-75.5% | $2,670-72.8% |
| Participant deferral / active EE | $2,341 | $3,928-40.4% | $4,851-51.7% | $4,125-43.2% |
| Admin fee / account holder | $24 | $6,724-99.6% | $8,252-99.7% | $5,651-99.6% |