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 | $111,619 | $102,616+8.8% | $81,983+36.1% | $158,922-29.8% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 19.02% | 61.04%-42.0pp | 41.31%-22.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,998 | $3,240+23.4% | $2,498+60.0% | $4,761-16.0% |
| Participant deferral / active EE | $4,065 | $4,648-12.5% | $3,722+9.2% | $5,982-32.0% |
| Admin fee / account holder | $182 | $8,235-97.8% | $5,664-96.8% | $11,246-98.4% |