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 | $125,093 | $105,998+18.0% | $92,233+35.6% | $147,584-15.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.24% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,339 | $4,333-69.1% | $3,679-63.6% | $4,876-72.5% |
| Participant deferral / active EE | $6,148 | $4,478+37.3% | $3,897+57.8% | $5,439+13.0% |
| Admin fee / account holder | $36 | $6,332-99.4% | $5,194-99.3% | $10,885-99.7% |