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 | $119,343 | $102,966+15.9% | $90,281+32.2% | $152,861-21.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 17.97% | 95.16%-77.2pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,229 | $3,139+2.9% | $2,854+13.1% | $4,762-32.2% |
| Participant deferral / active EE | $7,565 | $4,281+76.7% | $3,885+94.7% | $5,850+29.3% |
| Admin fee / account holder | $245 | $6,171-96.0% | $5,351-95.4% | $11,596-97.9% |