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 | $139,328 | $107,334+29.8% | $92,893+50.0% | $152,861-8.9% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 17.11% | 145.58%-128.5pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $805 | $4,221-80.9% | $3,653-78.0% | $4,762-83.1% |
| Participant deferral / active EE | $3,616 | $4,845-25.4% | $4,236-14.6% | $5,850-38.2% |
| Admin fee / account holder | $267 | $7,079-96.2% | $5,794-95.4% | $11,596-97.7% |