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 | $108,165 | $87,733+23.3% | $106,548+1.5% | $85,850+26.0% |
| Participation rate | 57.1% | 71.9%-14.8pp | 76.1%-19.0pp | 69.3%-12.2pp |
| Annual return | 17.20% | 21.86%-4.7pp | 26.80%-9.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,565 | $3,469-54.9% | $4,398-64.4% | $3,952-60.4% |
| Admin fee / account holder | $238 | $6,767-96.5% | $7,407-96.8% | $6,260-96.2% |