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 | $142,674 | $107,452+32.8% | $91,541+55.9% | $142,382+0.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 19.13% | 22.06%-2.9pp | 20.50%-1.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,097 | $2,994-30.0% | $2,505-16.3% | $4,299-51.2% |
| Participant deferral / active EE | $4,425 | $4,754-6.9% | $4,008+10.4% | $6,507-32.0% |
| Admin fee / account holder | $293 | $8,834-96.7% | $6,956-95.8% | $12,624-97.7% |