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 | $177,599 | $148,534+19.6% | $135,903+30.7% | $139,434+27.4% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 16.20% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,812 | $5,243-46.4% | $4,856-42.1% | $4,751-40.8% |
| Participant deferral / active EE | $8,310 | $8,100+2.6% | $7,758+7.1% | $6,710+23.8% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |