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 | $136,116 | $118,680+14.7% | $98,907+37.6% | $158,922-14.4% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 12.87% | 372.35%-359.5pp | 196.43%-183.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,164 | $3,333-35.1% | $2,689-19.5% | $4,761-54.5% |
| Participant deferral / active EE | $5,341 | $5,088+5.0% | $4,244+25.8% | $5,982-10.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |