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 | $143,919 | $114,047+26.2% | $96,139+49.7% | $167,490-14.1% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.2pp |
| Annual return | 22.68% | 189.88%-167.2pp | 191.94%-169.3pp | 478.56%-455.9pp |
| Employer contribution / active EE | $1,525 | $3,427-55.5% | $2,797-45.5% | $4,837-68.5% |
| Participant deferral / active EE | $5,389 | $5,194+3.8% | $4,349+23.9% | $6,341-15.0% |
| Admin fee / account holder | $238 | $6,897-96.6% | $5,537-95.7% | $12,309-98.1% |