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 | $120,252 | $118,849+1.2% | $96,562+24.5% | $167,490-28.2% |
| Participation rate | 45.8% | 75.5%-29.6pp | 69.8%-24.0pp | 82.1%-36.3pp |
| Annual return | 15.52% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,277 | $3,120-59.1% | $2,356-45.8% | $4,837-73.6% |
| Participant deferral / active EE | $2,489 | $4,616-46.1% | $3,849-35.3% | $6,341-60.8% |
| Admin fee / account holder | $11 | $8,065-99.9% | $6,181-99.8% | $12,309-99.9% |