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 | $117,496 | $175,202-32.9% | $149,673-21.5% | $139,434-15.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 26.55% | 166.71%-140.2pp | 134.42%-107.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,649 | $5,474-69.9% | $4,818-65.8% | $4,751-65.3% |
| Participant deferral / active EE | $7,400 | $6,519+13.5% | $5,680+30.3% | $6,710+10.3% |
| Admin fee / account holder | $25 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |