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 | $118,969 | $115,770+2.8% | $101,248+17.5% | $158,922-25.1% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 20.76% | 56.14%-35.4pp | 46.47%-25.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,103 | $4,175-49.6% | $3,660-42.5% | $4,761-55.8% |
| Participant deferral / active EE | $3,338 | $4,957-32.7% | $4,370-23.6% | $5,982-44.2% |
| Admin fee / account holder | $16 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |