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 | $210,642 | $95,266+121.1% | $82,389+155.7% | $142,382+47.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 11.28% | 25.74%-14.5pp | 28.67%-17.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,400 | $2,991-53.2% | $2,517-44.4% | $4,299-67.4% |
| Participant deferral / active EE | $9,233 | $4,809+92.0% | $4,155+122.2% | $6,507+41.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |