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 3-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 | $157,408 | $109,881+43.3% | $150,045+4.9% | $84,808+85.6% |
| Participation rate | 51.7% | 76.1%-24.4pp | 82.3%-30.6pp | 68.3%-16.6pp |
| Annual return | 33.43% | 28.25%+5.2pp | 62.55%-29.1pp | 40.90%-7.5pp |
| Employer contribution / active EE | $1,465 | $3,561-58.9% | $4,693-68.8% | $2,631-44.3% |
| Participant deferral / active EE | $4,862 | $6,636-26.7% | $7,997-39.2% | $4,212+15.5% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |