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 | $190,431 | $124,281+53.2% | $109,143+74.5% | $167,490+13.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 14.02% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,297 | $4,207-69.2% | $3,722-65.2% | $4,837-73.2% |
| Participant deferral / active EE | $6,921 | $5,255+31.7% | $4,653+48.7% | $6,341+9.1% |
| Admin fee / account holder | $178 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |