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 | $30,400+659.9% | $53,898+328.6% | $84,808+172.4% |
| Participation rate | 12.5% | 46.4%-33.9pp | 55.0%-42.5pp | 68.3%-55.8pp |
| Annual return | 17.90% | 500.19%-482.3pp | 528.60%-510.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $444 | $603-26.3% | $932-52.3% | $2,631-83.1% |
| Participant deferral / active EE | $3,115 | $1,199+159.9% | $1,826+70.6% | $4,212-26.0% |
| Admin fee / account holder | $3 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |