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 | $101,094 | $105,998-4.6% | $92,233+9.6% | $147,584-31.5% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 17.91% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,991 | $4,333-54.0% | $3,679-45.9% | $4,876-59.2% |
| Participant deferral / active EE | $5,028 | $4,478+12.3% | $3,897+29.0% | $5,439-7.6% |
| Admin fee / account holder | $273 | $6,332-95.7% | $5,194-94.7% | $10,885-97.5% |