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 | $155,511 | $117,841+32.0% | $102,423+51.8% | $145,922+6.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.92% | 31.65%-12.7pp | 29.32%-10.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,600 | $3,615-28.1% | $3,023-14.0% | $4,660-44.2% |
| Participant deferral / active EE | $6,590 | $5,731+15.0% | $5,053+30.4% | $6,688-1.5% |
| Admin fee / account holder | $24 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |