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 | $36,299 | $98,750-63.2% | $149,696-75.8% | $79,858-54.5% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.6%-1.2pp |
| Annual return | 31.35% | 27.43%+3.9pp | 276.60%-245.3pp | 31.71%-0.4pp |
| Employer contribution / active EE | $1,806 | $3,216-43.9% | $4,644-61.1% | $2,471-26.9% |
| Participant deferral / active EE | $6,593 | $5,680+16.1% | $6,842-3.6% | $3,740+76.3% |
| Admin fee / account holder | $13 | $6,053-99.8% | $9,309-99.9% | $5,306-99.7% |