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 | $117,195 | $112,096+4.5% | $95,952+22.1% | $158,922-26.3% |
| Participation rate | 35.7% | 79.0%-43.3pp | 77.1%-41.4pp | 82.0%-46.2pp |
| Annual return | 18.71% | 171.09%-152.4pp | 91.61%-72.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $947 | $3,198-70.4% | $2,541-62.7% | $4,761-80.1% |
| Participant deferral / active EE | $2,404 | $4,784-49.7% | $4,167-42.3% | $5,982-59.8% |
| Admin fee / account holder | $25 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |