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 | $206,604 | $99,918+106.8% | $81,382+153.9% | $145,922+41.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.58% | 34.32%-24.7pp | 24.73%-15.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,100 | $2,978-29.5% | $2,463-14.7% | $4,660-54.9% |
| Participant deferral / active EE | $2,100 | $4,605-54.4% | $3,883-45.9% | $6,688-68.6% |
| Admin fee / account holder | $120 | $8,212-98.5% | $5,768-97.9% | $13,397-99.1% |