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 | $129,957 | $108,172+20.1% | $77,482+67.7% | $158,922-18.2% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 4.89% | 31.67%-26.8pp | 54.79%-49.9pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,006 | $1,325-24.1% | $986+2.0% | $4,761-78.9% |
| Participant deferral / active EE | $2,478 | $2,456+0.9% | $1,861+33.1% | $5,982-58.6% |
| Admin fee / account holder | $214 | $3,708-94.2% | $2,858-92.5% | $11,246-98.1% |