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 | $69,542 | $85,766-18.9% | $136,294-49.0% | $70,131-0.8% |
| Participation rate | 54.9% | 74.2%-19.3pp | 81.9%-27.0pp | 69.5%-14.6pp |
| Annual return | 20.11% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,141 | $2,966-27.8% | $4,695-54.4% | $2,342-8.6% |
| Participant deferral / active EE | $5,450 | $5,051+7.9% | $6,247-12.8% | $3,332+63.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |