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 | $126,104 | $111,754+12.8% | $103,333+22.0% | $145,922-13.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.12% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $911 | $4,212-78.4% | $3,868-76.5% | $4,660-80.5% |
| Participant deferral / active EE | $4,372 | $5,619-22.2% | $5,057-13.6% | $6,688-34.6% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |