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 5-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 | $184,232 | $97,125+89.7% | $86,233+113.6% | $137,256+34.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 18.32% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,664 | $2,841-41.4% | $2,504-33.6% | $4,156-60.0% |
| Participant deferral / active EE | $10,333 | $5,180+99.5% | $4,559+126.7% | $6,407+61.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |