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 | $221,165 | $172,111+28.5% | $150,298+47.2% | $137,256+61.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.20% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,394 | $4,636-69.9% | $4,154-66.4% | $4,156-66.5% |
| Participant deferral / active EE | $6,709 | $6,166+8.8% | $5,453+23.0% | $6,407+4.7% |
| Admin fee / account holder | $193 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |