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 | $104,861 | $102,317+2.5% | $146,958-28.6% | $80,856+29.7% |
| Participation rate | 22.6% | 75.8%-53.3pp | 82.2%-59.6pp | 67.6%-45.1pp |
| Annual return | 12.61% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,067 | $3,713-71.3% | $4,933-78.4% | $2,755-61.3% |
| Participant deferral / active EE | $3,121 | $6,644-53.0% | $8,070-61.3% | $4,296-27.4% |
| Admin fee / account holder | $10 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |