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 | $197,471 | $72,277+173.2% | $101,248+95.0% | $79,858+147.3% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 14.78% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,706 | $2,692+37.7% | $3,660+1.3% | $2,471+50.0% |
| Participant deferral / active EE | $6,605 | $3,282+101.3% | $4,370+51.1% | $3,740+76.6% |
| Admin fee / account holder | $22 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |