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 | $137,900 | $124,281+11.0% | $109,143+26.3% | $167,490-17.7% |
| Participation rate | 57.9% | 79.4%-21.6pp | 75.9%-18.0pp | 82.1%-24.2pp |
| Annual return | 19.10% | 26.04%-6.9pp | 25.75%-6.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,908 | $4,207-54.7% | $3,722-48.7% | $4,837-60.6% |
| Participant deferral / active EE | $5,144 | $5,255-2.1% | $4,653+10.6% | $6,341-18.9% |
| Admin fee / account holder | $36 | $7,970-99.5% | $6,752-99.5% | $12,309-99.7% |