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 | $88,821 | $77,899+14.0% | $149,673-40.7% | $75,163+18.2% |
| Participation rate | 35.2% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.0pp |
| Annual return | 49.47% | 31.72%+17.7pp | 134.42%-85.0pp | 160.62%-111.2pp |
| Employer contribution / active EE | $925 | $3,137-70.5% | $4,818-80.8% | $2,670-65.4% |
| Participant deferral / active EE | $1,754 | $3,411-48.6% | $5,680-69.1% | $4,125-57.5% |
| Admin fee / account holder | $220 | $5,956-96.3% | $13,210-98.3% | $5,651-96.1% |