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 | $198,928 | $109,881+81.0% | $150,045+32.6% | $84,808+134.6% |
| Participation rate | 59.3% | 76.1%-16.8pp | 82.3%-23.1pp | 68.3%-9.1pp |
| Annual return | 20.89% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,224 | $3,561+18.6% | $4,693-10.0% | $2,631+60.5% |
| Participant deferral / active EE | $10,900 | $6,636+64.2% | $7,997+36.3% | $4,212+158.8% |
| Admin fee / account holder | $286 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |