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 | $128,916 | $107,334+20.1% | $92,893+38.8% | $152,861-15.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 21.44% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,412 | $4,221-66.5% | $3,653-61.3% | $4,762-70.3% |
| Participant deferral / active EE | $4,587 | $4,845-5.3% | $4,236+8.3% | $5,850-21.6% |
| Admin fee / account holder | $193 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |