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 | $131,977 | $91,190+44.7% | $178,490-26.1% | $79,858+65.3% |
| Participation rate | 48.7% | 69.2%-20.5pp | 81.9%-33.2pp | 69.6%-20.9pp |
| Annual return | 22.81% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,081 | $3,256-66.8% | $5,011-78.4% | $2,471-56.2% |
| Participant deferral / active EE | $2,397 | $3,236-25.9% | $5,202-53.9% | $3,740-35.9% |
| Admin fee / account holder | $226 | $6,751-96.7% | $13,984-98.4% | $5,306-95.7% |