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 | $202,027 | $95,266+112.1% | $82,389+145.2% | $142,382+41.9% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.5%-28.6pp | 80.1%-39.2pp |
| Annual return | 13.80% | 25.74%-11.9pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,318 | $2,991-55.9% | $2,517-47.6% | $4,299-69.3% |
| Participant deferral / active EE | $3,197 | $4,809-33.5% | $4,155-23.0% | $6,507-50.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |