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 | $52,353+122.0% | $120,225-3.3% | $82,448+41.0% |
| Participation rate | 34.7% | 58.3%-23.6pp | 69.6%-34.9pp | 68.1%-33.4pp |
| Annual return | 16.20% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,766 | $1,510+17.0% | $3,475-49.2% | $2,551-30.8% |
| Participant deferral / active EE | $3,084 | $2,627+17.4% | $3,999-22.9% | $4,139-25.5% |
| Admin fee / account holder | $3 | $4,363-99.9% | $5,696-99.9% | $7,234-100.0% |