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 | $196,491 | $114,237+72.0% | $119,258+64.8% | $167,490+17.3% |
| Participation rate | 54.5% | 83.7%-29.2pp | 82.7%-28.2pp | 82.1%-27.6pp |
| Annual return | 14.16% | 29.87%-15.7pp | 30.69%-16.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,785 | $4,481-60.2% | $4,384-59.3% | $4,837-63.1% |
| Participant deferral / active EE | $3,693 | $6,084-39.3% | $6,111-39.6% | $6,341-41.8% |
| Admin fee / account holder | $5 | $8,932-99.9% | $7,226-99.9% | $12,309-100.0% |