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 | $127,760 | $114,047+12.0% | $96,139+32.9% | $167,490-23.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 16.25% | 189.88%-173.6pp | 191.94%-175.7pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,491 | $3,427-56.5% | $2,797-46.7% | $4,837-69.2% |
| Participant deferral / active EE | $3,241 | $5,194-37.6% | $4,349-25.5% | $6,341-48.9% |
| Admin fee / account holder | $233 | $6,897-96.6% | $5,537-95.8% | $12,309-98.1% |