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 | $76,159 | $82,664-7.9% | $125,339-39.2% | $68,494+11.2% |
| Participation rate | 55.9% | 75.0%-19.2pp | 82.4%-26.5pp | 67.9%-12.0pp |
| Annual return | 34.01% | -5.97%+40.0pp | 572.05%-538.0pp | -7.84%+41.9pp |
| Employer contribution / active EE | $2,187 | $3,381-35.3% | $4,814-54.6% | $2,596-15.8% |
| Participant deferral / active EE | $5,066 | $6,110-17.1% | $7,446-32.0% | $4,027+25.8% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |