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 | $153,186 | $118,680+29.1% | $98,907+54.9% | $158,922-3.6% |
| Participation rate | 58.8% | 77.8%-19.0pp | 76.0%-17.2pp | 82.0%-23.1pp |
| Annual return | 14.31% | 372.35%-358.0pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $752 | $3,333-77.4% | $2,689-72.0% | $4,761-84.2% |
| Participant deferral / active EE | $2,034 | $5,088-60.0% | $4,244-52.1% | $5,982-66.0% |
| Admin fee / account holder | $32 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |