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 | $119,203 | $65,561+81.8% | $86,188+38.3% | $75,163+58.6% |
| Participation rate | 41.4% | 60.5%-19.1pp | 69.0%-27.6pp | 67.2%-25.8pp |
| Annual return | 16.81% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,515 | $1,553-2.4% | $2,380-36.3% | $2,670-43.2% |
| Participant deferral / active EE | $2,840 | $3,024-6.1% | $3,985-28.7% | $4,125-31.2% |
| Admin fee / account holder | $10 | $5,474-99.8% | $6,852-99.9% | $5,651-99.8% |