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 | $143,807 | $105,931+35.8% | $81,930+75.5% | $158,922-9.5% |
| Participation rate | 39.1% | 75.6%-36.5pp | 72.0%-32.9pp | 82.0%-42.8pp |
| Annual return | 12.05% | 38.17%-26.1pp | 29.49%-17.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,374 | $7,800-82.4% | $4,310-68.1% | $4,761-71.1% |
| Participant deferral / active EE | $3,935 | $13,003-69.7% | $7,107-44.6% | $5,982-34.2% |
| Admin fee / account holder | $231 | $8,489-97.3% | $5,158-95.5% | $11,246-97.9% |