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 | $127,902 | $102,966+24.2% | $90,281+41.7% | $152,861-16.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 23.33% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,447 | $3,139-53.9% | $2,854-49.3% | $4,762-69.6% |
| Participant deferral / active EE | $4,251 | $4,281-0.7% | $3,885+9.4% | $5,850-27.3% |
| Admin fee / account holder | $125 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |