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 | $163,801 | $99,079+65.3% | $77,999+110.0% | $273,961-40.2% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 5.11% | 217.93%-212.8pp | 425.96%-420.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $555 | $3,308-83.2% | $2,470-77.5% | $4,869-88.6% |
| Participant deferral / active EE | $2,456 | $4,306-43.0% | $3,497-29.8% | $5,287-53.6% |
| Admin fee / account holder | $27 | $8,954-99.7% | $5,480-99.5% | $10,132-99.7% |