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 | $119,688 | $116,175+3.0% | $93,606+27.9% | $152,861-21.7% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 20.33% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,101 | $3,218-65.8% | $2,718-59.5% | $4,762-76.9% |
| Participant deferral / active EE | $2,804 | $4,603-39.1% | $4,069-31.1% | $5,850-52.1% |
| Admin fee / account holder | $231 | $10,748-97.9% | $7,888-97.1% | $11,596-98.0% |