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 | $135,979 | $118,849+14.4% | $96,562+40.8% | $167,490-18.8% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 18.07% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $4,071 | $3,120+30.5% | $2,356+72.8% | $4,837-15.8% |
| Participant deferral / active EE | $5,755 | $4,616+24.7% | $3,849+49.5% | $6,341-9.2% |
| Admin fee / account holder | $151 | $8,065-98.1% | $6,181-97.6% | $12,309-98.8% |