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 | $84,811 | $84,233+0.7% | $170,442-50.2% | $70,131+20.9% |
| Participation rate | 48.3% | 70.8%-22.6pp | 83.6%-35.3pp | 69.5%-21.3pp |
| Annual return | 22.43% | 23.06%-0.6pp | 205.93%-183.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,257 | $3,387-62.9% | $5,433-76.9% | $2,342-46.3% |
| Participant deferral / active EE | $3,859 | $3,086+25.1% | $4,939-21.9% | $3,332+15.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |