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 | $231,015 | $29,319+687.9% | $52,425+340.7% | $82,448+180.2% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 17.90% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $444 | $586-24.3% | $914-51.4% | $2,551-82.6% |
| Participant deferral / active EE | $3,115 | $1,171+165.9% | $1,790+74.0% | $4,139-24.7% |
| Admin fee / account holder | $3 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |