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 | $197,053 | $106,515+85.0% | $96,683+103.8% | $139,434+41.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 25.33% | 38.43%-13.1pp | 35.69%-10.4pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,108 | $4,103-48.6% | $3,737-43.6% | $4,751-55.6% |
| Participant deferral / active EE | $7,117 | $5,454+30.5% | $4,878+45.9% | $6,710+6.1% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |