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 | $142,981 | $115,770+23.5% | $101,248+41.2% | $158,922-10.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 22.46% | 56.14%-33.7pp | 46.47%-24.0pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,405 | $4,175-66.3% | $3,660-61.6% | $4,761-70.5% |
| Participant deferral / active EE | $5,911 | $4,957+19.2% | $4,370+35.2% | $5,982-1.2% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |