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 5-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 | $117,237 | $104,974+11.7% | $95,585+22.7% | $142,382-17.7% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 18.25% | 210.33%-192.1pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,881 | $2,779+75.7% | $2,527+93.2% | $4,299+13.5% |
| Participant deferral / active EE | $9,194 | $4,352+111.3% | $4,023+128.6% | $6,507+41.3% |
| Admin fee / account holder | $227 | $6,386-96.4% | $6,127-96.3% | $12,624-98.2% |