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 | $63,630 | $58,694+8.4% | $142,863-55.5% | $85,850-25.9% |
| Participation rate | 51.7% | 58.5%-6.8pp | 71.9%-20.2pp | 69.3%-17.6pp |
| Annual return | 13.80% | 27.72%-13.9pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,168 | $1,423+52.4% | $4,144-47.7% | $2,565-15.5% |
| Participant deferral / active EE | $4,420 | $2,607+69.5% | $3,837+15.2% | $3,952+11.9% |
| Admin fee / account holder | $294 | $4,239-93.1% | $6,560-95.5% | $6,260-95.3% |