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 | $68,766 | $53,516+28.5% | $126,539-45.7% | $84,808-18.9% |
| Participation rate | 48.1% | 58.2%-10.1pp | 69.8%-21.7pp | 68.3%-20.2pp |
| Annual return | 16.05% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,233 | $1,535+45.5% | $3,674-39.2% | $2,631-15.1% |
| Participant deferral / active EE | $4,614 | $2,671+72.8% | $4,083+13.0% | $4,212+9.6% |
| Admin fee / account holder | $257 | $4,497-94.3% | $6,065-95.8% | $7,344-96.5% |