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 | $140,769 | $117,983+19.3% | $101,794+38.3% | $142,382-1.1% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.2%-4.5pp | 80.1%-15.4pp |
| Annual return | 16.21% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,747 | $2,773-0.9% | $2,289+20.0% | $4,299-36.1% |
| Participant deferral / active EE | $9,190 | $4,714+95.0% | $4,084+125.0% | $6,507+41.2% |
| Admin fee / account holder | $13 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |