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 | $86,416 | $53,127+62.7% | $86,590-0.2% | $70,131+23.2% |
| Participation rate | 65.8% | 65.3%+0.4pp | 73.5%-7.8pp | 69.5%-3.8pp |
| Annual return | 16.20% | 27.66%-11.5pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,348 | $2,068-34.8% | $2,839-52.5% | $2,342-42.5% |
| Participant deferral / active EE | $2,908 | $2,696+7.9% | $3,609-19.4% | $3,332-12.7% |
| Admin fee / account holder | $182 | $3,585-94.9% | $4,906-96.3% | $4,645-96.1% |