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 | $117,477 | $99,079+18.6% | $77,999+50.6% | $273,961-57.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 25.35% | 217.93%-192.6pp | 425.96%-400.6pp | 41.45%-16.1pp |
| Employer contribution / active EE | $1,568 | $3,308-52.6% | $2,470-36.5% | $4,869-67.8% |
| Participant deferral / active EE | $3,189 | $4,306-25.9% | $3,497-8.8% | $5,287-39.7% |
| Admin fee / account holder | $88 | $8,954-99.0% | $5,480-98.4% | $10,132-99.1% |