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 | $115,776 | $84,233+37.4% | $170,442-32.1% | $70,131+65.1% |
| Participation rate | 48.3% | 70.8%-22.6pp | 83.6%-35.3pp | 69.5%-21.3pp |
| Annual return | 22.41% | 23.06%-0.7pp | 205.93%-183.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,556 | $3,387-54.0% | $5,433-71.4% | $2,342-33.6% |
| Participant deferral / active EE | $2,338 | $3,086-24.2% | $4,939-52.7% | $3,332-29.8% |
| Admin fee / account holder | $172 | $5,698-97.0% | $13,880-98.8% | $4,645-96.3% |