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 | $88,304 | $175,202-49.6% | $149,673-41.0% | $139,434-36.7% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 25.32% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,671 | $5,474-69.5% | $4,818-65.3% | $4,751-64.8% |
| Participant deferral / active EE | $7,869 | $6,519+20.7% | $5,680+38.5% | $6,710+17.3% |
| Admin fee / account holder | $296 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |