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 | $56,671 | $85,766-33.9% | $136,294-58.4% | $70,131-19.2% |
| Participation rate | 17.9% | 74.2%-56.3pp | 81.9%-64.1pp | 69.5%-51.7pp |
| Annual return | 25.80% | 31.45%-5.7pp | 5155.94%-5130.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,114 | $2,966-62.4% | $4,695-76.3% | $2,342-52.4% |
| Participant deferral / active EE | $2,172 | $5,051-57.0% | $6,247-65.2% | $3,332-34.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |