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 | $169,030 | $127,264+32.8% | $109,895+53.8% | $167,490+0.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 14.28% | 22.97%-8.7pp | 29.45%-15.2pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,112 | $3,322-66.5% | $2,842-60.9% | $4,837-77.0% |
| Participant deferral / active EE | $5,082 | $4,514+12.6% | $4,048+25.5% | $6,341-19.9% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |