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 | $138,248 | $104,974+31.7% | $95,585+44.6% | $142,382-2.9% |
| Participation rate | 31.6% | 75.0%-43.4pp | 72.1%-40.5pp | 80.1%-48.5pp |
| Annual return | 16.51% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $918 | $2,779-67.0% | $2,527-63.7% | $4,299-78.6% |
| Participant deferral / active EE | $1,689 | $4,352-61.2% | $4,023-58.0% | $6,507-74.1% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |