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 | $190,747 | $118,680+60.7% | $98,907+92.9% | $158,922+20.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 17.11% | 372.35%-355.2pp | 196.43%-179.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,295 | $3,333-61.2% | $2,689-51.8% | $4,761-72.8% |
| Participant deferral / active EE | $3,584 | $5,088-29.6% | $4,244-15.6% | $5,982-40.1% |
| Admin fee / account holder | $271 | $10,131-97.3% | $6,642-95.9% | $11,246-97.6% |