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 | $91,981 | $53,127+73.1% | $86,590+6.2% | $70,131+31.2% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.1pp | 69.5%-5.1pp |
| Annual return | 19.54% | 27.66%-8.1pp | 964.84%-945.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,581 | $2,068-23.6% | $2,839-44.3% | $2,342-32.5% |
| Participant deferral / active EE | $3,699 | $2,696+37.2% | $3,609+2.5% | $3,332+11.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |