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 | $128,149 | $111,814+14.6% | $103,374+24.0% | $145,959-12.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 488.44% | 24.77%+463.7pp | 24.89%+463.6pp | 561.95%-73.5pp |
| Employer contribution / active EE | $1,055 | $4,214-75.0% | $3,869-72.7% | $4,661-77.4% |
| Participant deferral / active EE | $1,651 | $5,618-70.6% | $5,058-67.4% | $6,689-75.3% |
| Admin fee / account holder | $212 | $9,754-97.8% | $8,394-97.5% | $13,398-98.4% |