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 | $93,200 | $35,183+164.9% | $73,545+26.7% | $70,131+32.9% |
| Participation rate | 15.0% | 42.9%-27.9pp | 54.9%-39.9pp | 69.5%-54.5pp |
| Annual return | 20.05% | 26.90%-6.8pp | -15.16%+35.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $409 | $709-42.2% | $1,219-66.4% | $2,342-82.5% |
| Participant deferral / active EE | $1,305 | $1,220+6.9% | $1,806-27.8% | $3,332-60.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |