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 | $103,194 | $115,770-10.9% | $101,248+1.9% | $158,922-35.1% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 18.78% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,899 | $4,175-54.5% | $3,660-48.1% | $4,761-60.1% |
| Participant deferral / active EE | $4,391 | $4,957-11.4% | $4,370+0.5% | $5,982-26.6% |
| Admin fee / account holder | $65 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |