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 | $104,078 | $61,774+68.5% | $97,226+7.0% | $80,856+28.7% |
| Participation rate | 35.5% | 63.5%-28.0pp | 72.7%-37.2pp | 67.6%-32.2pp |
| Annual return | 14.14% | -557.90%+572.0pp | 75.13%-61.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $753 | $1,837-59.0% | $2,729-72.4% | $2,755-72.6% |
| Participant deferral / active EE | $2,444 | $3,029-19.3% | $4,264-42.7% | $4,296-43.1% |
| Admin fee / account holder | $86 | $5,166-98.3% | $5,654-98.5% | $6,918-98.8% |