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 | $102,123 | $51,638+97.8% | $68,368+49.4% | $82,448+23.9% |
| Participation rate | 54.3% | 63.6%-9.3pp | 73.8%-19.5pp | 68.1%-13.8pp |
| Annual return | 16.88% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,042 | $2,047-0.2% | $2,649-22.9% | $2,551-20.0% |
| Participant deferral / active EE | $2,953 | $2,914+1.4% | $4,123-28.4% | $4,139-28.6% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |