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 | $85,294 | $65,041+31.1% | $90,951-6.2% | $79,858+6.8% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 21.98% | 30.45%-8.5pp | 134.60%-112.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $465 | $1,247-62.7% | $2,122-78.1% | $2,471-81.2% |
| Participant deferral / active EE | $2,513 | $2,5120% | $3,373-25.5% | $3,740-32.8% |
| Admin fee / account holder | $100 | $4,536-97.8% | $5,959-98.3% | $5,306-98.1% |