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 | $90,441 | $100,773-10.3% | $88,946+1.7% | $142,382-36.5% |
| Participation rate | 64.7% | 74.3%-9.6pp | 68.8%-4.1pp | 80.1%-15.4pp |
| Annual return | 14.23% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,021 | $2,918-30.7% | $2,555-20.9% | $4,299-53.0% |
| Participant deferral / active EE | $4,748 | $5,230-9.2% | $4,581+3.6% | $6,507-27.0% |
| Admin fee / account holder | $213 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |