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 | $194,828 | $172,111+13.2% | $150,298+29.6% | $137,256+41.9% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 19.99% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,759 | $4,636-62.1% | $4,154-57.7% | $4,156-57.7% |
| Participant deferral / active EE | $2,484 | $6,166-59.7% | $5,453-54.4% | $6,407-61.2% |
| Admin fee / account holder | $240 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |