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 | $104,974+79.5% | $95,585+97.1% | $142,382+32.3% |
| Participation rate | 54.5% | 75.0%-20.4pp | 72.1%-17.5pp | 80.1%-25.6pp |
| Annual return | 16.05% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,606 | $2,779-6.2% | $2,527+3.1% | $4,299-39.4% |
| Participant deferral / active EE | $8,703 | $4,352+100.0% | $4,023+116.3% | $6,507+33.7% |
| Admin fee / account holder | $17 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |