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 | $154,414 | $106,890+44.5% | $84,015+83.8% | $152,861+1.0% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 21.16% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,165 | $2,734-57.4% | $1,983-41.3% | $4,762-75.5% |
| Participant deferral / active EE | $3,752 | $4,011-6.5% | $3,239+15.8% | $5,850-35.9% |
| Admin fee / account holder | $163 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |