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 | $126,408 | $56,114+125.3% | $96,139+31.5% | $85,850+47.2% |
| Participation rate | 45.8% | 56.7%-11.0pp | 68.4%-22.7pp | 69.3%-23.6pp |
| Annual return | 18.23% | 42.30%-24.1pp | 191.94%-173.7pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,235 | $1,620-23.8% | $2,797-55.8% | $2,565-51.9% |
| Participant deferral / active EE | $4,657 | $2,859+62.9% | $4,349+7.1% | $3,952+17.9% |
| Admin fee / account holder | $26 | $3,768-99.3% | $5,537-99.5% | $6,260-99.6% |