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 | $99,088 | $105,998-6.5% | $92,233+7.4% | $147,584-32.9% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 17.55% | 50.05%-32.5pp | 176.28%-158.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,207 | $4,333-72.1% | $3,679-67.2% | $4,876-75.3% |
| Participant deferral / active EE | $6,244 | $4,478+39.4% | $3,897+60.2% | $5,439+14.8% |
| Admin fee / account holder | $67 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |