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 | $134,964 | $64,324+109.8% | $118,925+13.5% | $79,858+69.0% |
| Participation rate | 59.4% | 64.9%-5.5pp | 75.4%-16.0pp | 69.6%-10.3pp |
| Annual return | 10.21% | 86.45%-76.2pp | 35.88%-25.7pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,654 | $1,836-9.9% | $3,263-49.3% | $2,471-33.1% |
| Participant deferral / active EE | $2,030 | $2,824-28.1% | $4,265-52.4% | $3,740-45.7% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |