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 | $112,332 | $105,859+6.1% | $90,160+24.6% | $147,584-23.9% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 13.14% | 37.63%-24.5pp | 34.88%-21.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,700 | $4,126-58.8% | $3,318-48.8% | $4,876-65.1% |
| Participant deferral / active EE | $2,627 | $5,733-54.2% | $5,288-50.3% | $5,439-51.7% |
| Admin fee / account holder | $235 | $8,046-97.1% | $5,943-96.0% | $10,885-97.8% |