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 | $132,270 | $65,041+103.4% | $90,951+45.4% | $79,858+65.6% |
| Participation rate | 68.6% | 61.6%+7.0pp | 69.0%-0.4pp | 69.6%-1.1pp |
| Annual return | 20.55% | 30.45%-9.9pp | 134.60%-114.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,338 | $1,247+87.5% | $2,122+10.2% | $2,471-5.4% |
| Participant deferral / active EE | $5,838 | $2,512+132.4% | $3,373+73.1% | $3,740+56.1% |
| Admin fee / account holder | $18 | $4,536-99.6% | $5,959-99.7% | $5,306-99.7% |