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 | $184,170 | $109,327+68.5% | $89,391+106.0% | $158,922+15.9% |
| Participation rate | 68.4% | 74.3%-5.8pp | 68.0%+0.4pp | 82.0%-13.5pp |
| Annual return | 14.75% | 345.68%-330.9pp | 245.62%-230.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,310 | $3,170-58.7% | $2,586-49.4% | $4,761-72.5% |
| Participant deferral / active EE | $4,144 | $4,598-9.9% | $3,890+6.5% | $5,982-30.7% |
| Admin fee / account holder | $116 | $6,153-98.1% | $4,881-97.6% | $11,246-99.0% |