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 | $176,354 | $115,770+52.3% | $101,248+74.2% | $158,922+11.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 19.09% | 56.14%-37.0pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,129 | $4,175-49.0% | $3,660-41.8% | $4,761-55.3% |
| Participant deferral / active EE | $3,711 | $4,957-25.1% | $4,370-15.1% | $5,982-38.0% |
| Admin fee / account holder | $87 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |