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 | $114,522 | $100,773+13.6% | $88,946+28.8% | $142,382-19.6% |
| Participation rate | 35.0% | 74.3%-39.3pp | 68.8%-33.8pp | 80.1%-45.1pp |
| Annual return | 14.32% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,580 | $2,918-45.9% | $2,555-38.2% | $4,299-63.3% |
| Participant deferral / active EE | $3,274 | $5,230-37.4% | $4,581-28.5% | $6,507-49.7% |
| Admin fee / account holder | $212 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |