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 | $221,084 | $99,341+122.6% | $84,750+160.9% | $273,961-19.3% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.66% | 22.93%-13.3pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $11,448 | $4,214+171.7% | $3,574+220.3% | $4,869+135.1% |
| Participant deferral / active EE | $7,611 | $4,269+78.3% | $3,712+105.1% | $5,287+44.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |