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 | $153,476 | $91,538+67.7% | $129,995+18.1% | $75,163+104.2% |
| Participation rate | 25.9% | 71.4%-45.5pp | 78.5%-52.6pp | 67.2%-41.3pp |
| Annual return | 26.45% | -631.11%+657.6pp | -137.18%+163.6pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,159 | $2,845-59.3% | $4,320-73.2% | $2,670-56.6% |
| Participant deferral / active EE | $2,523 | $4,341-41.9% | $5,820-56.6% | $4,125-38.8% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |