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 | $203,431 | $127,065+60.1% | $113,168+79.8% | $142,382+42.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 16.47% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,512 | $3,442-56.1% | $2,975-49.2% | $4,299-64.8% |
| Participant deferral / active EE | $4,000 | $5,716-30.0% | $5,107-21.7% | $6,507-38.5% |
| Admin fee / account holder | $2 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |