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 | $213,918 | $100,773+112.3% | $88,946+140.5% | $142,382+50.2% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.8%+0.7pp | 80.1%-10.6pp |
| Annual return | 23.73% | 70.18%-46.4pp | 57.82%-34.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,687 | $2,918+26.4% | $2,555+44.3% | $4,299-14.2% |
| Participant deferral / active EE | $4,763 | $5,230-8.9% | $4,581+4.0% | $6,507-26.8% |
| Admin fee / account holder | $49 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |