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 | $68,815 | $58,828+17.0% | $77,999-11.8% | $62,891+9.4% |
| Participation rate | 49.1% | 71.1%-21.9pp | 75.5%-26.4pp | 69.3%-20.2pp |
| Annual return | 14.00% | 17.16%-3.2pp | 425.96%-412.0pp | 20.14%-6.1pp |
| Employer contribution / active EE | $2,341 | $1,672+40.1% | $2,470-5.2% | $2,281+2.7% |
| Participant deferral / active EE | $5,524 | $2,686+105.7% | $3,497+58.0% | $3,203+72.5% |
| Admin fee / account holder | $148 | $4,393-96.6% | $5,480-97.3% | $4,296-96.6% |