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 | $109,324 | $105,998+3.1% | $92,233+18.5% | $147,584-25.9% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 13.41% | 50.05%-36.6pp | 176.28%-162.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,482 | $4,333-65.8% | $3,679-59.7% | $4,876-69.6% |
| Participant deferral / active EE | $3,864 | $4,478-13.7% | $3,897-0.8% | $5,439-29.0% |
| Admin fee / account holder | $270 | $6,332-95.7% | $5,194-94.8% | $10,885-97.5% |