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 | $156,863 | $104,251+50.5% | $91,001+72.4% | $147,584+6.3% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 16.51% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,782 | $3,116-10.7% | $2,456+13.3% | $4,876-42.9% |
| Participant deferral / active EE | $13,986 | $4,195+233.4% | $3,547+294.2% | $5,439+157.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |