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 | $161,592 | $105,126+53.7% | $94,646+70.7% | $139,434+15.9% |
| Participation rate | 37.5% | 82.4%-44.9pp | 80.8%-43.3pp | 80.3%-42.8pp |
| Annual return | 19.89% | 38.03%-18.1pp | 156.71%-136.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $638 | $4,106-84.5% | $3,672-82.6% | $4,751-86.6% |
| Participant deferral / active EE | $5,956 | $7,599-21.6% | $7,418-19.7% | $6,710-11.2% |
| Admin fee / account holder | $45 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |