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 | $191,085 | $884,045-78.4% | $453,369-57.9% | $167,490+14.1% |
| Participation rate | 64.7% | 81.6%-16.9pp | 78.0%-13.3pp | 82.1%-17.4pp |
| Annual return | 9.87% | 29.49%-19.6pp | 64.40%-54.5pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,134 | $5,538-79.5% | $4,070-72.1% | $4,837-76.6% |
| Participant deferral / active EE | $3,949 | $7,898-50.0% | $6,209-36.4% | $6,341-37.7% |
| Admin fee / account holder | $256 | $22,063-98.8% | $11,209-97.7% | $12,309-97.9% |