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 | $124,160 | $106,890+16.2% | $84,015+47.8% | $152,861-18.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 23.49% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,604 | $2,734-41.3% | $1,983-19.1% | $4,762-66.3% |
| Participant deferral / active EE | $5,742 | $4,011+43.1% | $3,239+77.3% | $5,850-1.9% |
| Admin fee / account holder | $165 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |