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 | $128,491 | $97,125+32.3% | $86,233+49.0% | $137,256-6.4% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.0%-0.8pp | 80.0%-11.8pp |
| Annual return | 15.54% | 74.19%-58.6pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,606 | $2,841-43.5% | $2,504-35.9% | $4,156-61.4% |
| Participant deferral / active EE | $4,273 | $5,180-17.5% | $4,559-6.3% | $6,407-33.3% |
| Admin fee / account holder | $149 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |