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 | $85,947 | $88,672-3.1% | $105,223-18.3% | $82,448+4.2% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 17.54% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,387 | $3,048-21.7% | $3,689-35.3% | $2,551-6.4% |
| Participant deferral / active EE | $5,399 | $4,036+33.8% | $5,072+6.4% | $4,139+30.4% |
| Admin fee / account holder | $122 | $7,146-98.3% | $8,859-98.6% | $7,234-98.3% |