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 | $155,515 | $78,672+97.7% | $109,143+42.5% | $85,850+81.1% |
| Participation rate | 19.0% | 68.3%-49.3pp | 75.9%-56.9pp | 69.3%-50.3pp |
| Annual return | 16.28% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,317 | $2,735-51.8% | $3,722-64.6% | $2,565-48.7% |
| Participant deferral / active EE | $2,297 | $3,467-33.7% | $4,653-50.6% | $3,952-41.9% |
| Admin fee / account holder | $180 | $5,469-96.7% | $6,752-97.3% | $6,260-97.1% |