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 | $68,176 | $69,977-2.6% | $108,579-37.2% | $62,891+8.4% |
| Participation rate | 48.3% | 72.9%-24.6pp | 79.6%-31.3pp | 69.3%-21.0pp |
| Annual return | 35.23% | 10.73%+24.5pp | -51.70%+86.9pp | 20.14%+15.1pp |
| Employer contribution / active EE | $1,293 | $2,135-39.4% | $3,758-65.6% | $2,281-43.3% |
| Participant deferral / active EE | $5,099 | $3,165+61.1% | $4,311+18.3% | $3,203+59.2% |
| Admin fee / account holder | $17 | $5,076-99.7% | $7,645-99.8% | $4,296-99.6% |