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 | $167,054 | $107,334+55.6% | $92,893+79.8% | $152,861+9.3% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 19.26% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,666 | $4,221-60.5% | $3,653-54.4% | $4,762-65.0% |
| Participant deferral / active EE | $8,624 | $4,845+78.0% | $4,236+103.6% | $5,850+47.4% |
| Admin fee / account holder | $62 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |