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 | $155,431 | $107,934+44.0% | $91,989+69.0% | $152,861+1.7% |
| Participation rate | 58.3% | 81.2%-22.8pp | 78.6%-20.3pp | 82.4%-24.1pp |
| Annual return | 17.82% | 89.24%-71.4pp | 69.02%-51.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $644 | $4,210-84.7% | $3,452-81.4% | $4,762-86.5% |
| Participant deferral / active EE | $10,428 | $6,364+63.9% | $5,923+76.1% | $5,850+78.2% |
| Admin fee / account holder | $169 | $10,520-98.4% | $7,743-97.8% | $11,596-98.5% |