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 | $225,263 | $106,515+111.5% | $96,683+133.0% | $139,434+61.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 20.18% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,179 | $4,103-71.3% | $3,737-68.4% | $4,751-75.2% |
| Participant deferral / active EE | $5,556 | $5,454+1.9% | $4,878+13.9% | $6,710-17.2% |
| Admin fee / account holder | $119 | $7,877-98.5% | $6,730-98.2% | $11,403-99.0% |