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 | $158,762 | $118,849+33.6% | $96,562+64.4% | $167,490-5.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 9.10% | 50.49%-41.4pp | 37.78%-28.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,895 | $3,120-39.3% | $2,356-19.6% | $4,837-60.8% |
| Participant deferral / active EE | $10,970 | $4,616+137.6% | $3,849+185.0% | $6,341+73.0% |
| Admin fee / account holder | $60 | $8,065-99.3% | $6,181-99.0% | $12,309-99.5% |