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 | $92,643 | $58,208+59.2% | $81,812+13.2% | $80,856+14.6% |
| Participation rate | 65.6% | 63.4%+2.2pp | 72.3%-6.7pp | 67.6%-2.0pp |
| Annual return | 17.90% | 41.66%-23.8pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,206 | $2,340-5.7% | $2,912-24.3% | $2,755-19.9% |
| Participant deferral / active EE | $882 | $3,281-73.1% | $4,319-79.6% | $4,296-79.5% |
| Admin fee / account holder | $210 | $4,981-95.8% | $7,386-97.2% | $6,918-97.0% |