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 | $54,478 | $63,861-14.7% | $104,607-47.9% | $79,858-31.8% |
| Participation rate | 65.0% | 64.9%+0.1pp | 74.1%-9.1pp | 69.6%-4.6pp |
| Annual return | 20.88% | 21.30%-0.4pp | 340.46%-319.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,890 | $1,588+82.0% | $2,681+7.8% | $2,471+17.0% |
| Participant deferral / active EE | $6,649 | $2,693+146.8% | $3,740+77.8% | $3,740+77.8% |
| Admin fee / account holder | $212 | $4,185-94.9% | $6,473-96.7% | $5,306-96.0% |