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 | $152,464 | $116,175+31.2% | $93,606+62.9% | $152,861-0.3% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.4%-42.4pp |
| Annual return | 24.10% | 35.96%-11.9pp | 32.76%-8.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,688 | $3,218-47.6% | $2,718-37.9% | $4,762-64.6% |
| Participant deferral / active EE | $4,414 | $4,603-4.1% | $4,069+8.5% | $5,850-24.6% |
| Admin fee / account holder | $175 | $10,748-98.4% | $7,888-97.8% | $11,596-98.5% |