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 | $221,964 | $162,781+36.4% | $133,956+65.7% | $158,922+39.7% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 9.76% | 41.94%-32.2pp | 45.09%-35.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,423 | $4,975-71.4% | $3,919-63.7% | $4,761-70.1% |
| Participant deferral / active EE | $2,017 | $5,911-65.9% | $5,048-60.0% | $5,982-66.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |