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 | $96,818 | $99,652-2.8% | $78,778+22.9% | $147,584-34.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 13.88% | 47.28%-33.4pp | 35.62%-21.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,808 | $2,796-35.3% | $1,986-8.9% | $4,876-62.9% |
| Participant deferral / active EE | $2,712 | $3,664-26.0% | $2,958-8.3% | $5,439-50.1% |
| Admin fee / account holder | $272 | $7,155-96.2% | $5,134-94.7% | $10,885-97.5% |