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 | $75,397 | $74,888+0.7% | $71,209+5.9% | $142,382-47.0% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.8%-31.6pp | 80.1%-38.0pp |
| Annual return | 20.36% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,442 | $2,854-49.5% | $2,721-47.0% | $4,299-66.5% |
| Participant deferral / active EE | $2,078 | $4,454-53.3% | $4,175-50.2% | $6,507-68.1% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |