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 | $193,619 | $91,190+112.3% | $178,490+8.5% | $79,858+142.5% |
| Participation rate | 17.9% | 69.2%-51.3pp | 81.9%-64.1pp | 69.6%-51.8pp |
| Annual return | 30.17% | 24.19%+6.0pp | 151.07%-120.9pp | 31.71%-1.5pp |
| Employer contribution / active EE | $714 | $3,256-78.1% | $5,011-85.8% | $2,471-71.1% |
| Participant deferral / active EE | $1,186 | $3,236-63.4% | $5,202-77.2% | $3,740-68.3% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |