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 | $115,810 | $98,750+17.3% | $149,696-22.6% | $79,858+45.0% |
| Participation rate | 18.4% | 75.8%-57.4pp | 82.5%-64.1pp | 69.6%-51.2pp |
| Annual return | 17.80% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $899 | $3,216-72.0% | $4,644-80.6% | $2,471-63.6% |
| Participant deferral / active EE | $2,482 | $5,680-56.3% | $6,842-63.7% | $3,740-33.6% |
| Admin fee / account holder | $9 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |