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 | $168,773 | $148,534+13.6% | $135,903+24.2% | $139,434+21.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.04% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,652 | $5,243-68.5% | $4,856-66.0% | $4,751-65.2% |
| Participant deferral / active EE | $6,525 | $8,100-19.4% | $7,758-15.9% | $6,710-2.8% |
| Admin fee / account holder | $300 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |