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 | $154,987 | $65,395+137.0% | $182,532-15.1% | $72,985+112.4% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.5pp | 69.5%-10.0pp |
| Annual return | 25.84% | 27.68%-1.8pp | 148.54%-122.7pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,373 | $3,563+106.9% | $5,524+33.5% | $3,607+104.4% |
| Admin fee / account holder | $81 | $4,245-98.1% | $8,592-99.1% | $5,124-98.4% |