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 | $228,393 | $149,734+52.5% | $118,925+92.0% | $158,922+43.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 27.97% | 19.95%+8.0pp | 35.88%-7.9pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,065 | $4,115-49.8% | $3,263-36.7% | $4,761-56.6% |
| Participant deferral / active EE | $10,833 | $5,223+107.4% | $4,265+154.0% | $5,982+81.1% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |