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 | $68,295 | $136,179-49.8% | $98,755-30.8% | $167,490-59.2% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 17.83% | 67.53%-49.7pp | 49.91%-32.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,609 | $2,631-38.9% | $2,067-22.2% | $4,837-66.7% |
| Participant deferral / active EE | $5,688 | $3,716+53.1% | $3,035+87.4% | $6,341-10.3% |
| Admin fee / account holder | $267 | $5,031-94.7% | $4,076-93.4% | $12,309-97.8% |