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 | $185,787 | $162,781+14.1% | $133,956+38.7% | $158,922+16.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 20.12% | 41.94%-21.8pp | 45.09%-25.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,537 | $4,975-69.1% | $3,919-60.8% | $4,761-67.7% |
| Participant deferral / active EE | $2,871 | $5,911-51.4% | $5,048-43.1% | $5,982-52.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |