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 | $86,747 | $88,672-2.2% | $105,223-17.6% | $82,448+5.2% |
| Participation rate | 40.4% | 67.9%-27.5pp | 75.0%-34.6pp | 68.1%-27.6pp |
| Annual return | 21.26% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,213 | $3,048-60.2% | $3,689-67.1% | $2,551-52.5% |
| Participant deferral / active EE | $3,195 | $4,036-20.8% | $5,072-37.0% | $4,139-22.8% |
| Admin fee / account holder | $217 | $7,146-97.0% | $8,859-97.6% | $7,234-97.0% |