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 | $209,214 | $114,381+82.9% | $107,525+94.6% | $142,382+46.9% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 13.84% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,014 | $4,015-74.7% | $3,754-73.0% | $4,299-76.4% |
| Participant deferral / active EE | $3,307 | $5,564-40.6% | $5,116-35.4% | $6,507-49.2% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |