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 | $144,152 | $107,334+34.3% | $92,893+55.2% | $152,861-5.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 27.16% | 145.58%-118.4pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,149 | $4,221-49.1% | $3,653-41.2% | $4,762-54.9% |
| Participant deferral / active EE | $10,970 | $4,845+126.4% | $4,236+159.0% | $5,850+87.5% |
| Admin fee / account holder | -$119 | $7,079-101.7% | $5,794-102.1% | $11,596-101.0% |