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 | $97,019 | $78,694+23.3% | $67,652+43.4% | $125,391-22.6% |
| Participation rate | 64.7% | 78.8%-14.1pp | 75.7%-11.0pp | 83.2%-18.5pp |
| Annual return | 1.21% | 9.46%-8.2pp | 6625.04%-6623.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,186 | $3,044-61.1% | $2,266-47.7% | $4,866-75.6% |
| Participant deferral / active EE | $3,355 | $4,292-21.8% | $3,560-5.7% | $5,352-37.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |