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 | $176,198 | $112,881+56.1% | $90,951+93.7% | $158,922+10.9% |
| Participation rate | 64.3% | 74.7%-10.4pp | 69.0%-4.7pp | 82.0%-17.7pp |
| Annual return | 13.92% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,735 | $2,893-40.0% | $2,122-18.2% | $4,761-63.6% |
| Participant deferral / active EE | $4,849 | $4,128+17.5% | $3,373+43.7% | $5,982-19.0% |
| Admin fee / account holder | $199 | $8,041-97.5% | $5,959-96.7% | $11,246-98.2% |