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 | $219,918 | $77,899+182.3% | $149,673+46.9% | $75,163+192.6% |
| Participation rate | 17.2% | 65.6%-48.3pp | 78.8%-61.5pp | 67.2%-50.0pp |
| Annual return | 26.04% | 31.72%-5.7pp | 134.42%-108.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $662 | $3,137-78.9% | $4,818-86.3% | $2,670-75.2% |
| Participant deferral / active EE | $1,703 | $3,411-50.1% | $5,680-70.0% | $4,125-58.7% |
| Admin fee / account holder | $13 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |