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 | $58,374 | $48,795+19.6% | $65,493-10.9% | $84,808-31.2% |
| Participation rate | 41.5% | 67.0%-25.5pp | 73.1%-31.6pp | 68.3%-26.8pp |
| Annual return | 21.69% | 20.20%+1.5pp | 982.45%-960.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,290 | $1,930-33.2% | $2,574-49.9% | $2,631-51.0% |
| Participant deferral / active EE | $1,995 | $2,928-31.9% | $3,961-49.6% | $4,212-52.6% |
| Admin fee / account holder | $144 | $3,877-96.3% | $5,028-97.1% | $7,344-98.0% |