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 | $117,216 | $110,502+6.1% | $80,716+45.2% | $167,490-30.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 14.57% | 120.54%-106.0pp | 87.28%-72.7pp | 478.56%-464.0pp |
| Employer contribution / active EE | $556 | $1,543-64.0% | $1,160-52.1% | $4,837-88.5% |
| Participant deferral / active EE | $2,077 | $2,871-27.7% | $2,146-3.2% | $6,341-67.2% |
| Admin fee / account holder | $26 | $4,545-99.4% | $3,380-99.2% | $12,309-99.8% |