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 | $128,111 | $98,240+30.4% | $82,313+55.6% | $147,584-13.2% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 16.93% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,328 | $3,192+4.3% | $2,428+37.1% | $4,876-31.8% |
| Participant deferral / active EE | $6,910 | $4,383+57.6% | $3,706+86.5% | $5,439+27.1% |
| Admin fee / account holder | $106 | $8,563-98.8% | $5,608-98.1% | $10,885-99.0% |