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 | $113,192 | $109,327+3.5% | $89,391+26.6% | $158,922-28.8% |
| Participation rate | 68.2% | 74.3%-6.1pp | 68.0%+0.2pp | 82.0%-13.8pp |
| Annual return | 13.73% | 345.68%-331.9pp | 245.62%-231.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,219 | $3,170-30.0% | $2,586-14.2% | $4,761-53.4% |
| Participant deferral / active EE | $4,265 | $4,598-7.3% | $3,890+9.6% | $5,982-28.7% |
| Admin fee / account holder | $206 | $6,153-96.6% | $4,881-95.8% | $11,246-98.2% |