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 | $79,525 | $65,041+22.3% | $90,951-12.6% | $79,858-0.4% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.3pp |
| Annual return | 11.47% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $451 | $1,247-63.8% | $2,122-78.7% | $2,471-81.7% |
| Participant deferral / active EE | $3,624 | $2,512+44.3% | $3,373+7.4% | $3,740-3.1% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |