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 | $121,015 | $77,314+56.5% | $177,989-32.0% | $80,856+49.7% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.2pp | 67.6%-24.8pp |
| Annual return | 16.60% | 18.09%-1.5pp | 294.48%-277.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,667 | $2,292+16.4% | $3,949-32.5% | $2,755-3.2% |
| Participant deferral / active EE | $2,947 | $4,411-33.2% | $6,276-53.0% | $4,296-31.4% |
| Admin fee / account holder | $3 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |