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 | $146,603 | $102,966+42.4% | $90,281+62.4% | $152,861-4.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.30% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,723 | $3,139+50.5% | $2,854+65.5% | $4,762-0.8% |
| Participant deferral / active EE | $10,507 | $4,281+145.4% | $3,885+170.4% | $5,850+79.6% |
| Admin fee / account holder | $4 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |