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 | $214,823 | $117,983+82.1% | $101,794+111.0% | $142,382+50.9% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.2%-27.1pp | 80.1%-38.0pp |
| Annual return | 16.06% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,152 | $2,773-58.5% | $2,289-49.7% | $4,299-73.2% |
| Participant deferral / active EE | $3,004 | $4,714-36.3% | $4,084-26.4% | $6,507-53.8% |
| Admin fee / account holder | $10 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |