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 | $180,056 | $148,534+21.2% | $135,903+32.5% | $139,434+29.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.60% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,749 | $5,243-66.6% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $4,907 | $8,100-39.4% | $7,758-36.8% | $6,710-26.9% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |