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 | $189,771 | $124,319+52.6% | $111,297+70.5% | $167,490+13.3% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 17.50% | 37.44%-19.9pp | 54.65%-37.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,312 | $3,435-61.8% | $2,731-52.0% | $4,837-72.9% |
| Participant deferral / active EE | $3,943 | $5,180-23.9% | $4,487-12.1% | $6,341-37.8% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |