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 | $148,447 | $65,041+128.2% | $90,951+63.2% | $79,858+85.9% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | 19.55% | 30.45%-10.9pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $375 | $1,247-69.9% | $2,122-82.3% | $2,471-84.8% |
| Participant deferral / active EE | $2,781 | $2,512+10.7% | $3,373-17.6% | $3,740-25.7% |
| Admin fee / account holder | $5 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |