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 | $117,957 | $105,998+11.3% | $92,233+27.9% | $147,584-20.1% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 18.95% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,370 | $4,333-68.4% | $3,679-62.8% | $4,876-71.9% |
| Participant deferral / active EE | $3,939 | $4,478-12.0% | $3,897+1.1% | $5,439-27.6% |
| Admin fee / account holder | $285 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |