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 | $239,311 | $154,117+55.3% | $129,995+84.1% | $139,434+71.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 23.91% | 32.48%-8.6pp | -137.18%+161.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,566 | $5,289-70.4% | $4,320-63.8% | $4,751-67.0% |
| Participant deferral / active EE | $5,116 | $6,710-23.8% | $5,820-12.1% | $6,710-23.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |