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 | $204,755 | $117,983+73.5% | $101,794+101.1% | $142,382+43.8% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.2%-4.2pp | 80.1%-15.1pp |
| Annual return | 13.25% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,761 | $2,773-36.5% | $2,289-23.1% | $4,299-59.0% |
| Participant deferral / active EE | $4,984 | $4,714+5.7% | $4,084+22.0% | $6,507-23.4% |
| Admin fee / account holder | $5 | $10,433-99.9% | $8,777-99.9% | $12,624-100.0% |