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 | $214,029 | $152,587+40.3% | $125,175+71.0% | $152,861+40.0% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 22.16% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,602 | $4,946-67.6% | $3,865-58.6% | $4,762-66.4% |
| Participant deferral / active EE | $4,015 | $5,868-31.6% | $4,937-18.7% | $5,850-31.4% |
| Admin fee / account holder | $159 | $13,434-98.8% | $9,702-98.4% | $11,596-98.6% |