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 | $95,607 | $48,046+99.0% | $84,611+13.0% | $72,985+31.0% |
| Participation rate | 59.6% | 57.6%+2.0pp | 68.2%-8.7pp | 69.5%-9.9pp |
| Annual return | 24.28% | 37.38%-13.1pp | 258.74%-234.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,744 | $1,602+8.9% | $2,652-34.3% | $2,440-28.5% |
| Participant deferral / active EE | $2,779 | $2,680+3.7% | $3,899-28.7% | $3,607-23.0% |
| Admin fee / account holder | $11 | $3,395-99.7% | $4,912-99.8% | $5,124-99.8% |