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 | $172,837 | $116,175+48.8% | $93,606+84.6% | $152,861+13.1% |
| Participation rate | 64.7% | 78.0%-13.3pp | 75.8%-11.1pp | 82.4%-17.7pp |
| Annual return | 18.55% | 35.96%-17.4pp | 32.76%-14.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,455 | $3,218-23.7% | $2,718-9.7% | $4,762-48.5% |
| Participant deferral / active EE | $5,013 | $4,603+8.9% | $4,069+23.2% | $5,850-14.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |