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 | $116,212 | $53,516+117.2% | $126,539-8.2% | $84,808+37.0% |
| Participation rate | 34.7% | 58.2%-23.6pp | 69.8%-35.2pp | 68.3%-33.6pp |
| Annual return | 16.20% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,766 | $1,535+15.1% | $3,674-51.9% | $2,631-32.9% |
| Participant deferral / active EE | $3,084 | $2,671+15.5% | $4,083-24.5% | $4,212-26.8% |
| Admin fee / account holder | $3 | $4,497-99.9% | $6,065-99.9% | $7,344-100.0% |