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 | $105,867 | $63,346+67.1% | $92,233+14.8% | $70,131+51.0% |
| Participation rate | 65.4% | 68.7%-3.3pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 14.12% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,372 | $2,471-44.5% | $3,679-62.7% | $2,342-41.4% |
| Participant deferral / active EE | $2,111 | $2,854-26.0% | $3,897-45.8% | $3,332-36.6% |
| Admin fee / account holder | $162 | $3,840-95.8% | $5,194-96.9% | $4,645-96.5% |