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 | $125,341 | $99,079+26.5% | $77,999+60.7% | $273,961-54.2% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.5%-33.9pp | 83.0%-41.3pp |
| Annual return | 8.42% | 217.93%-209.5pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,035 | $3,308-68.7% | $2,470-58.1% | $4,869-78.7% |
| Participant deferral / active EE | $2,999 | $4,306-30.4% | $3,497-14.2% | $5,287-43.3% |
| Admin fee / account holder | $257 | $8,954-97.1% | $5,480-95.3% | $10,132-97.5% |