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 | $203,172 | $124,281+63.5% | $109,143+86.2% | $167,490+21.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 13.58% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,889 | $4,207-55.1% | $3,722-49.3% | $4,837-61.0% |
| Participant deferral / active EE | $9,029 | $5,255+71.8% | $4,653+94.0% | $6,341+42.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |