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 | $181,591 | $152,587+19.0% | $125,175+45.1% | $152,861+18.8% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 15.81% | 54.84%-39.0pp | 43.79%-28.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,038 | $4,946-38.6% | $3,865-21.4% | $4,762-36.2% |
| Participant deferral / active EE | $9,598 | $5,868+63.6% | $4,937+94.4% | $5,850+64.1% |
| Admin fee / account holder | -$321 | $13,434-102.4% | $9,702-103.3% | $11,596-102.8% |