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 | $193,705 | $117,841+64.4% | $102,423+89.1% | $145,922+32.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 9.02% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,154 | $3,615-68.1% | $3,023-61.8% | $4,660-75.2% |
| Participant deferral / active EE | $8,314 | $5,731+45.1% | $5,053+64.5% | $6,688+24.3% |
| Admin fee / account holder | $12 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |