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 | $106,796 | $163,101-34.5% | $136,749-21.9% | $142,382-25.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 16.66% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,637 | $4,117-60.2% | $3,400-51.8% | $4,299-61.9% |
| Participant deferral / active EE | $2,198 | $5,585-60.6% | $4,692-53.2% | $6,507-66.2% |
| Admin fee / account holder | $5 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |