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 | $185,416 | $109,413+69.5% | $156,263+18.7% | $84,808+118.6% |
| Participation rate | 32.5% | 72.7%-40.2pp | 78.9%-46.4pp | 68.3%-35.8pp |
| Annual return | 18.74% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,251 | $2,907-57.0% | $4,333-71.1% | $2,631-52.4% |
| Participant deferral / active EE | $2,561 | $4,590-44.2% | $6,158-58.4% | $4,212-39.2% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |