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 | $215,937 | $58,523+269.0% | $99,443+117.1% | $72,985+195.9% |
| Participation rate | 61.8% | 64.6%-2.9pp | 73.8%-12.1pp | 69.5%-7.7pp |
| Annual return | 22.40% | 28.51%-6.1pp | 30.72%-8.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,712 | $1,512+13.2% | $2,540-32.6% | $2,440-29.8% |
| Participant deferral / active EE | $10,982 | $2,606+321.4% | $3,619+203.5% | $3,607+204.4% |
| Admin fee / account holder | $11 | $4,102-99.7% | $6,250-99.8% | $5,124-99.8% |