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 | $161,864 | $107,934+50.0% | $91,989+76.0% | $152,861+5.9% |
| Participation rate | 47.4% | 81.2%-33.8pp | 78.6%-31.3pp | 82.4%-35.1pp |
| Annual return | 24.52% | 89.24%-64.7pp | 69.02%-44.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,937 | $4,210-54.0% | $3,452-43.9% | $4,762-59.3% |
| Participant deferral / active EE | $3,710 | $6,364-41.7% | $5,923-37.4% | $5,850-36.6% |
| Admin fee / account holder | $72 | $10,520-99.3% | $7,743-99.1% | $11,596-99.4% |