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 | $139,908 | $77,419+80.7% | $69,455+101.4% | $152,861-8.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 29.76% | 39.06%-9.3pp | 28.97%+0.8pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,425 | $3,315-26.9% | $2,779-12.7% | $4,762-49.1% |
| Participant deferral / active EE | $6,407 | $4,414+45.2% | $3,535+81.2% | $5,850+9.5% |
| Admin fee / account holder | $25 | $6,207-99.6% | $3,839-99.3% | $11,596-99.8% |