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 | $237,284 | $177,572+33.6% | $154,803+53.3% | $142,382+66.7% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.1%-25.7pp | 80.1%-27.7pp |
| Annual return | 20.63% | 65.07%-44.4pp | 58.88%-38.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,380 | $4,810-71.3% | $4,305-67.9% | $4,299-67.9% |
| Participant deferral / active EE | $5,204 | $6,272-17.0% | $5,540-6.1% | $6,507-20.0% |
| Admin fee / account holder | $78 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |