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 | $63,685 | $107,015-40.5% | $73,545-13.4% | $147,584-56.8% |
| Participation rate | 60.0% | 66.4%-6.4pp | 54.9%+5.1pp | 82.8%-22.8pp |
| Annual return | 18.29% | 38.25%-20.0pp | -15.16%+33.5pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,453 | $1,760+39.4% | $1,219+101.3% | $4,876-49.7% |
| Participant deferral / active EE | $3,979 | $2,462+61.6% | $1,806+120.3% | $5,439-26.8% |
| Admin fee / account holder | $268 | $3,055-91.2% | $2,320-88.5% | $10,885-97.5% |