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 | $173,703 | $98,750+75.9% | $149,696+16.0% | $79,858+117.5% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 19.54% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,665 | $3,216-48.2% | $4,644-64.1% | $2,471-32.6% |
| Participant deferral / active EE | $3,682 | $5,680-35.2% | $6,842-46.2% | $3,740-1.6% |
| Admin fee / account holder | $124 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |