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 | $138,984 | $54,705+154.1% | $71,209+95.2% | $84,808+63.9% |
| Participation rate | 51.7% | 64.1%-12.3pp | 73.8%-22.0pp | 68.3%-16.6pp |
| Annual return | 14.94% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $854 | $2,158-60.4% | $2,721-68.6% | $2,631-67.5% |
| Participant deferral / active EE | $3,069 | $3,030+1.3% | $4,175-26.5% | $4,212-27.1% |
| Admin fee / account holder | $252 | $4,863-94.8% | $5,349-95.3% | $7,344-96.6% |