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 | $81,866 | $85,202-3.9% | $172,739-52.6% | $72,985+12.2% |
| Participation rate | 21.4% | 70.1%-48.6pp | 82.6%-61.2pp | 69.5%-48.1pp |
| Annual return | 27.90% | 27.32%+0.6pp | 802.84%-774.9pp | 81.00%-53.1pp |
| Employer contribution / active EE | $455 | $3,324-86.3% | $5,143-91.1% | $2,440-81.3% |
| Participant deferral / active EE | $1,439 | $3,260-55.8% | $5,198-72.3% | $3,607-60.1% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |