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 | $171,217 | $144,119+18.8% | $117,854+45.3% | $147,584+16.0% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 8.72% | 531.15%-522.4pp | 335.08%-326.4pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,531 | $4,896-27.9% | $3,786-6.7% | $4,876-27.6% |
| Participant deferral / active EE | $5,554 | $5,316+4.5% | $4,482+23.9% | $5,439+2.1% |
| Admin fee / account holder | $25 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |