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 | $135,645 | $118,680+14.3% | $98,907+37.1% | $158,922-14.6% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.0%-14.5pp | 82.0%-20.4pp |
| Annual return | 14.29% | 372.35%-358.1pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,501 | $3,333-55.0% | $2,689-44.2% | $4,761-68.5% |
| Participant deferral / active EE | $1,604 | $5,088-68.5% | $4,244-62.2% | $5,982-73.2% |
| Admin fee / account holder | $156 | $10,131-98.5% | $6,642-97.7% | $11,246-98.6% |