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 | $148,261 | $159,901-7.3% | $146,958+0.9% | $145,922+1.6% |
| Participation rate | 47.8% | 84.0%-36.2pp | 82.2%-34.3pp | 80.3%-32.5pp |
| Annual return | 11.93% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,174 | $5,286-58.9% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $2,771 | $8,428-67.1% | $8,070-65.7% | $6,688-58.6% |
| Admin fee / account holder | $204 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |