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 | $121,144 | $102,245+18.5% | $89,340+35.6% | $137,256-11.7% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 16.58% | 21.89%-5.3pp | 20.57%-4.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,423 | $2,529-43.7% | $2,231-36.2% | $4,156-65.8% |
| Participant deferral / active EE | $5,551 | $4,436+25.1% | $3,823+45.2% | $6,407-13.4% |
| Admin fee / account holder | $12 | $8,085-99.9% | $6,704-99.8% | $12,270-99.9% |