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 | $141,391 | $124,281+13.8% | $109,143+29.5% | $167,490-15.6% |
| Participation rate | 46.7% | 79.4%-32.8pp | 75.9%-29.2pp | 82.1%-35.4pp |
| Annual return | 10.59% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,438 | $4,207-65.8% | $3,722-61.4% | $4,837-70.3% |
| Participant deferral / active EE | $3,897 | $5,255-25.8% | $4,653-16.2% | $6,341-38.5% |
| Admin fee / account holder | $270 | $7,970-96.6% | $6,752-96.0% | $12,309-97.8% |