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 | $123,337 | $48,750+153.0% | $88,946+38.7% | $74,304+66.0% |
| Participation rate | 15.9% | 44.5%-28.6pp | 68.8%-53.0pp | 60.3%-44.5pp |
| Annual return | 16.52% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $852 | $2,423-64.8% | $4,581-81.4% | $3,767-77.4% |
| Admin fee / account holder | $218 | $3,756-94.2% | $8,261-97.4% | $2,969-92.7% |