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 | $104,135 | $154,117-32.4% | $129,995-19.9% | $139,434-25.3% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.5%-49.9pp | 80.3%-51.7pp |
| Annual return | 34.67% | 32.48%+2.2pp | -137.18%+171.8pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,154 | $5,289-78.2% | $4,320-73.3% | $4,751-75.7% |
| Participant deferral / active EE | $4,329 | $6,710-35.5% | $5,820-25.6% | $6,710-35.5% |
| Admin fee / account holder | $5 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |