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 | $184,309 | $74,888+146.1% | $71,209+158.8% | $142,382+29.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 14.30% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,013 | $2,854-29.5% | $2,721-26.0% | $4,299-53.2% |
| Participant deferral / active EE | $2,442 | $4,454-45.2% | $4,175-41.5% | $6,507-62.5% |
| Admin fee / account holder | $260 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |