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 | $129,813 | $85,202+52.4% | $172,739-24.9% | $72,985+77.9% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 22.26% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,518 | $3,324-54.3% | $5,143-70.5% | $2,440-37.8% |
| Participant deferral / active EE | $4,100 | $3,260+25.8% | $5,198-21.1% | $3,607+13.7% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |