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 | $116,085 | $115,770+0.3% | $101,248+14.7% | $158,922-27.0% |
| Participation rate | 57.9% | 79.4%-21.5pp | 75.8%-17.9pp | 82.0%-24.1pp |
| Annual return | 16.09% | 56.14%-40.0pp | 46.47%-30.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,861 | $4,175-55.4% | $3,660-49.1% | $4,761-60.9% |
| Participant deferral / active EE | $4,437 | $4,957-10.5% | $4,370+1.5% | $5,982-25.8% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |