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 | $111,480 | $127,264-12.4% | $109,895+1.4% | $167,490-33.4% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.2%-20.1pp | 82.1%-27.9pp |
| Annual return | 16.08% | 22.97%-6.9pp | 29.45%-13.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $836 | $3,322-74.8% | $2,842-70.6% | $4,837-82.7% |
| Participant deferral / active EE | $1,733 | $4,514-61.6% | $4,048-57.2% | $6,341-72.7% |
| Admin fee / account holder | $36 | $7,114-99.5% | $6,066-99.4% | $12,309-99.7% |