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 | $172,744 | $165,335+4.5% | $149,696+15.4% | $158,922+8.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.22% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $907 | $5,103-82.2% | $4,644-80.5% | $4,761-80.9% |
| Participant deferral / active EE | $6,877 | $7,181-4.2% | $6,842+0.5% | $5,982+15.0% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |