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 | $205,977 | $100,773+104.4% | $88,946+131.6% | $142,382+44.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 20.26% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $11,006 | $2,918+277.2% | $2,555+330.8% | $4,299+156.0% |
| Participant deferral / active EE | $10,117 | $5,230+93.4% | $4,581+120.8% | $6,507+55.5% |
| Admin fee / account holder | $230 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |