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 | $95,116 | $84,233+12.9% | $170,442-44.2% | $70,131+35.6% |
| Participation rate | 28.9% | 70.8%-41.9pp | 83.6%-54.7pp | 69.5%-40.6pp |
| Annual return | 21.35% | 23.06%-1.7pp | 205.93%-184.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,472 | $3,387-27.0% | $5,433-54.5% | $2,342+5.5% |
| Participant deferral / active EE | $4,268 | $3,086+38.3% | $4,939-13.6% | $3,332+28.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |