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 | $107,113 | $118,450-9.6% | $98,439+8.8% | $139,434-23.2% |
| Participation rate | 53.8% | 77.4%-23.6pp | 75.2%-21.3pp | 80.3%-26.5pp |
| Annual return | 14.26% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,196 | $3,609-66.9% | $3,048-60.8% | $4,751-74.8% |
| Participant deferral / active EE | $8,307 | $5,392+54.1% | $4,738+75.3% | $6,710+23.8% |
| Admin fee / account holder | $15 | $14,026-99.9% | $8,948-99.8% | $11,403-99.9% |