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 | $179,582 | $175,202+2.5% | $149,673+20.0% | $139,434+28.8% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 19.23% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,747 | $5,474-68.1% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $2,780 | $6,519-57.4% | $5,680-51.1% | $6,710-58.6% |
| Admin fee / account holder | $297 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |