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 | $58,576 | $27,915+109.8% | $58,482+0.2% | $75,163-22.1% |
| Participation rate | 52.8% | 38.8%+14.0pp | 50.9%+2.0pp | 67.2%-14.4pp |
| Annual return | 21.59% | 44.20%-22.6pp | 4239.32%-4217.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,909 | $669+185.4% | $1,053+81.3% | $2,670-28.5% |
| Participant deferral / active EE | $3,377 | $1,201+181.1% | $1,924+75.5% | $4,125-18.1% |
| Admin fee / account holder | $143 | $1,726-91.7% | $2,516-94.3% | $5,651-97.5% |