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 | $77,589 | $47,944+61.8% | $67,834+14.4% | $62,891+23.4% |
| Participation rate | 51.5% | 61.1%-9.6pp | 68.8%-17.3pp | 69.3%-17.8pp |
| Annual return | 11.55% | 11.77%-0.2pp | 138.47%-126.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,768 | $1,562+205.2% | $2,403+98.4% | $2,281+109.0% |
| Participant deferral / active EE | $4,222 | $2,247+87.9% | $3,160+33.6% | $3,203+31.8% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |