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 | $242,353 | $162,781+48.9% | $133,956+80.9% | $158,922+52.5% |
| Participation rate | 46.7% | 83.2%-36.6pp | 79.8%-33.2pp | 82.0%-35.3pp |
| Annual return | 12.66% | 41.94%-29.3pp | 45.09%-32.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,090 | $4,975-78.1% | $3,919-72.2% | $4,761-77.1% |
| Participant deferral / active EE | $5,337 | $5,911-9.7% | $5,048+5.7% | $5,982-10.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |