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 | $108,228 | $98,750+9.6% | $149,696-27.7% | $79,858+35.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 18.85% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,573 | $3,216-51.1% | $4,644-66.1% | $2,471-36.3% |
| Participant deferral / active EE | $3,999 | $5,680-29.6% | $6,842-41.6% | $3,740+6.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |