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 | $240,007 | $85,202+181.7% | $172,739+38.9% | $72,985+228.8% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 28.19% | 27.32%+0.9pp | 802.84%-774.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $2,498 | $3,324-24.9% | $5,143-51.4% | $2,440+2.4% |
| Participant deferral / active EE | $3,292 | $3,260+1.0% | $5,198-36.7% | $3,607-8.7% |
| Admin fee / account holder | $2 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |