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 | $231,508 | $117,983+96.2% | $101,794+127.4% | $142,382+62.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 15.91% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,358 | $2,773-51.0% | $2,289-40.7% | $4,299-68.4% |
| Participant deferral / active EE | $5,283 | $4,714+12.1% | $4,084+29.3% | $6,507-18.8% |
| Admin fee / account holder | $121 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |