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 | $101,793 | $99,079+2.7% | $77,999+30.5% | $273,961-62.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 8.67% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,927 | $3,308-41.8% | $2,470-22.0% | $4,869-60.4% |
| Participant deferral / active EE | $7,801 | $4,306+81.2% | $3,497+123.1% | $5,287+47.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |