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 | $130,890 | $107,334+21.9% | $92,893+40.9% | $152,861-14.4% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.4%-54.7pp |
| Annual return | 26.01% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,157 | $4,221-72.6% | $3,653-68.3% | $4,762-75.7% |
| Participant deferral / active EE | $2,132 | $4,845-56.0% | $4,236-49.7% | $5,850-63.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |