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 | $178,175 | $115,770+53.9% | $101,248+76.0% | $158,922+12.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 17.83% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,453 | $4,175-41.2% | $3,660-33.0% | $4,761-48.5% |
| Participant deferral / active EE | $7,346 | $4,957+48.2% | $4,370+68.1% | $5,982+22.8% |
| Admin fee / account holder | -$51 | $7,245-100.7% | $5,945-100.9% | $11,246-100.5% |