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 | $125,202 | $58,512+114.0% | $84,015+49.0% | $72,985+71.5% |
| Participation rate | 41.4% | 61.2%-19.8pp | 69.0%-27.6pp | 69.5%-28.1pp |
| Annual return | 35.69% | 28.93%+6.8pp | 71.31%-35.6pp | 81.00%-45.3pp |
| Employer contribution / active EE | $1,015 | $1,163-12.7% | $1,983-48.8% | $2,440-58.4% |
| Participant deferral / active EE | $2,160 | $2,394-9.8% | $3,239-33.3% | $3,607-40.1% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |