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 | $99,101 | $86,286+14.9% | $111,297-11.0% | $85,850+15.4% |
| Participation rate | 65.3% | 73.3%-8.0pp | 77.3%-12.0pp | 69.3%-4.0pp |
| Annual return | 27.95% | 19.99%+8.0pp | 54.65%-26.7pp | 318.53%-290.6pp |
| Employer contribution / active EE | $571 | $2,043-72.0% | $2,731-79.1% | $2,565-77.7% |
| Participant deferral / active EE | $3,128 | $3,641-14.1% | $4,487-30.3% | $3,952-20.8% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |