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 | $217,886 | $117,841+84.9% | $102,423+112.7% | $145,922+49.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 25.15% | 31.65%-6.5pp | 29.32%-4.2pp | 561.29%-536.1pp |
| Employer contribution / active EE | $1,820 | $3,615-49.7% | $3,023-39.8% | $4,660-60.9% |
| Participant deferral / active EE | $13,107 | $5,731+128.7% | $5,053+159.4% | $6,688+96.0% |
| Admin fee / account holder | $60 | $13,326-99.5% | $9,451-99.4% | $13,397-99.6% |