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 | $212,715 | $115,882+83.6% | $100,516+111.6% | $158,922+33.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 23.26% | 34.79%-11.5pp | 30.89%-7.6pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,880 | $4,103-29.8% | $3,418-15.7% | $4,761-39.5% |
| Participant deferral / active EE | $3,600 | $6,674-46.1% | $6,270-42.6% | $5,982-39.8% |
| Admin fee / account holder | $60 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |