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 | $148,312 | $214,378-30.8% | $200,582-26.1% | $142,382+4.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 16.96% | 46.41%-29.4pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,311 | $6,841-66.2% | $6,419-64.0% | $4,299-46.3% |
| Participant deferral / active EE | $9,243 | $9,865-6.3% | $9,331-0.9% | $6,507+42.0% |
| Admin fee / account holder | $128 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |