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 | $188,410 | $101,618+85.4% | $93,063+102.5% | $137,256+37.3% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 16.05% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,606 | $2,707-3.7% | $2,476+5.2% | $4,156-37.3% |
| Participant deferral / active EE | $8,703 | $4,279+103.4% | $3,958+119.9% | $6,407+35.8% |
| Admin fee / account holder | $17 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |