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 | $156,610 | $77,899+101.0% | $149,673+4.6% | $75,163+108.4% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 18.24% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,145 | $3,137-31.6% | $4,818-55.5% | $2,670-19.6% |
| Participant deferral / active EE | $6,686 | $3,411+96.0% | $5,680+17.7% | $4,125+62.1% |
| Admin fee / account holder | $132 | $5,956-97.8% | $13,210-99.0% | $5,651-97.7% |