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 | $126,284 | $127,777-1.2% | $106,548+18.5% | $167,490-24.6% |
| Participation rate | 28.6% | 78.3%-49.7pp | 76.1%-47.6pp | 82.1%-53.5pp |
| Annual return | 15.97% | 33.87%-17.9pp | 26.80%-10.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,917 | $3,427+43.5% | $2,819+74.4% | $4,837+1.7% |
| Participant deferral / active EE | $7,307 | $5,087+43.6% | $4,398+66.2% | $6,341+15.2% |
| Admin fee / account holder | $187 | $11,228-98.3% | $7,407-97.5% | $12,309-98.5% |